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
$107M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$6.82M
3
+$5.1M
4
MBFI
MB Financial Corp
MBFI
+$2.73M
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$1.9M

Top Sells

1
+$19.7M
2
+$7.33M
3
+$5.04M
4
EVHC
Envision Healthcare Holdings Inc
EVHC
+$2.51M
5
MINI
Mobile Mini Inc
MINI
+$1.99M

Sector Composition

1 Industrials 14.28%
2 Financials 7.02%
3 Technology 6.61%
4 Consumer Discretionary 4%
5 Consumer Staples 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$159K 0.15%
+5,694
52
$155K 0.15%
2,994
-910
53
$152K 0.14%
+1,784
54
$134K 0.13%
3,107
+2,603
55
$126K 0.12%
1,141
-232
56
$117K 0.11%
+2,657
57
$104K 0.1%
+666
58
$90K 0.08%
+3,400
59
$85K 0.08%
624
-129
60
$81K 0.08%
669
+420
61
$68K 0.06%
+887
62
$65K 0.06%
829
-225
63
$61K 0.06%
+4,908
64
$54K 0.05%
694
+411
65
$51K 0.05%
130
-14
66
$44K 0.04%
+1,478
67
$44K 0.04%
520
-620
68
$42K 0.04%
+3,846
69
$40K 0.04%
+1,988
70
$31K 0.03%
159
-62
71
$30K 0.03%
283
+13
72
$29K 0.03%
+1,746
73
$27K 0.03%
1,200
74
$24K 0.02%
420
-140
75
$24K 0.02%
+1,332
1 2
3
4 5