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
51
$373K 0.22%
5,048
52
$370K 0.22%
+2,189
53
$355K 0.21%
+2,168
54
$348K 0.2%
2,600
+600
55
$330K 0.19%
1,811
+511
56
$321K 0.19%
+1,460
57
$315K 0.18%
3,919
58
$312K 0.18%
+8,314
59
$309K 0.18%
5,275
-471
60
$257K 0.15%
1,340
61
$242K 0.14%
1,250
62
$235K 0.14%
+1,200
63
$225K 0.13%
4,216
+151
64
– –
-18,431
65
– –
-1,000
1 2
3