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
$280M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Sells

1 +$1.19M
2 +$985K
3 +$817K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$499K
5
DIS icon
Walt Disney
DIS
+$321K

Sector Composition

1 Consumer Discretionary 5.27%
2 Industrials 4.56%
3 Materials 2.79%
4 Technology 2.55%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,280
77
-3,553
78
-4,089
79
-1,551
80
-923