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
$89.9M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$649K
3
+$607K
4
KNX icon
Knight Transportation
KNX
+$542K
5
THO icon
Thor Industries
THO
+$519K

Top Sells

1
+$2.68M
2
+$2.58M
3
+$1.97M
4
MSFT icon
Microsoft
MSFT
+$1.76M
5
RSG icon
Republic Services
RSG
+$1.2M

Sector Composition

1 Industrials 13.1%
2 Financials 8.42%
3 Consumer Discretionary 7.09%
4 Consumer Staples 2.77%
5 Technology 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-272
52
– –
-32
53
– –
-26
54
– –
-1,784
55
– –
-3,400
56
– –
-20
57
– –
-21
58
– –
-34
59
– –
-14
60
– –
-68
61
– –
-609
62
– –
-37
63
– –
-37
64
– –
-40
65
– –
-30
66
– –
-54
67
– –
-329
68
– –
-35
69
– –
-59
70
– –
-420
71
– –
-31
72
– –
-17
73
– –
-59
74
– –
-70
75
– –
-42
1 2
3
4 5