CFC

Coyle Financial Counsel Portfolio holdings

AUM $468M
1-Year Est. Return 19.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.82%
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
+$1.7M
2
+$668K
3
+$644K
4
THO icon
Thor Industries
THO
+$593K
5
KNX icon
Knight Transportation
KNX
+$550K

Top Sells

1
+$2.68M
2
+$2.58M
3
+$1.97M
4
MSFT icon
Microsoft
MSFT
+$1.76M
5
RSG icon
Republic Services
RSG
+$1.19M

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
76
– –
-42
77
– –
-42
78
– –
-90
79
– –
-64
80
– –
-33
81
– –
-112
82
– –
-79
83
– –
-10
84
– –
-43
85
– –
-435
86
– –
-60
87
– –
-29
88
– –
-9,260
89
– –
-1
90
– –
-2,994
91
– –
-11
92
– –
-7,275
93
– –
-39
94
– –
-36
95
– –
-53
96
– –
-2,657
97
– –
-120
98
– –
-53
99
– –
-36
100
– –
-3,660
2 3
4
5 6