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
76
$24K 0.02%
+461
77
$23K 0.02%
440
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+272
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$22K 0.02%
400
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$22K 0.02%
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$20K 0.02%
694
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$20K 0.02%
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83
$19K 0.02%
147
-35
84
$18K 0.02%
+657
85
$18K 0.02%
+90
86
$18K 0.02%
324
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87
$18K 0.02%
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88
$18K 0.02%
+609
89
$16K 0.02%
118
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90
$15K 0.01%
+221
91
$15K 0.01%
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92
$15K 0.01%
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93
$14K 0.01%
+386
94
$14K 0.01%
329
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95
$13K 0.01%
+95
96
$13K 0.01%
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97
$13K 0.01%
+456
98
$13K 0.01%
+266
99
$12K 0.01%
+134
100
$12K 0.01%
+458
2 3
4
5 6