CFC

Coyle Financial Counsel Portfolio holdings

AUM $373M
1-Year Est. Return 12.94%
This Quarter Est. Return
1 Year Est. Return
+12.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.91M
3
+$1.71M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$1.17M
5
AMT icon
American Tower
AMT
+$526K

Top Sells

1
+$1.97M
2
+$1.41M
3
+$760K
4
VZ icon
Verizon
VZ
+$738K
5
LKQ icon
LKQ Corp
LKQ
+$476K

Sector Composition

1 Consumer Discretionary 7.5%
2 Industrials 7%
3 Financials 2.81%
4 Technology 2.71%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 1.02%
34,172
-332
27
$1.66M 0.97%
29,794
-294
28
$1.65M 0.96%
7,430
+2,090
29
$1.47M 0.86%
17,200
+352
30
$1.4M 0.82%
2,100
31
$1.27M 0.75%
7,760
+2,600
32
$1.17M 0.69%
+12,483
33
$1.16M 0.68%
9,400
34
$1.15M 0.67%
30,251
+9,471
35
$1.1M 0.64%
12,148
-8,406
36
$1.09M 0.64%
21,860
+791
37
$1.02M 0.6%
18,946
-13,660
38
$852K 0.5%
20,224
+2,162
39
$816K 0.48%
6,120
+880
40
$770K 0.45%
7,137
+27
41
$719K 0.42%
6,084
42
$592K 0.35%
2,100
+800
43
$529K 0.31%
33,711
-351
44
$526K 0.31%
+1,980
45
$464K 0.27%
2,083
+1,183
46
$451K 0.26%
+1,870
47
$445K 0.26%
8,816
-150
48
$421K 0.25%
7,008
+1,800
49
$414K 0.24%
20,000
50
$402K 0.24%
1,839
-144
1
2
3