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
$107M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.82M
3
+$5.06M
4
MBFI
MB Financial Corp
MBFI
+$2.68M
5
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$2.01M

Top Sells

1
+$19.4M
2
+$7.33M
3
+$5.04M
4
EVHC
Envision Healthcare Holdings Inc
EVHC
+$2.43M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.92M

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
101
$11K 0.01%
+101
102
$11K 0.01%
+45
103
$11K 0.01%
+59
104
$11K 0.01%
+101
105
$11K 0.01%
+202
106
$10K 0.01%
+304
107
$10K 0.01%
+435
108
$10K 0.01%
+217
109
$10K 0.01%
+92
110
$10K 0.01%
+123
111
$9K 0.01%
+66
112
$9K 0.01%
+70
113
$9K 0.01%
+242
114
$9K 0.01%
+137
115
$9K 0.01%
+64
116
$9K 0.01%
+194
117
$9K 0.01%
+57
118
$9K 0.01%
+161
119
$9K 0.01%
+64
120
$9K 0.01%
191
-42,253
121
$9K 0.01%
+54
122
$8K 0.01%
+57
123
$8K 0.01%
+135
124
$8K 0.01%
+48
125
$8K 0.01%
+36
3 4
5
6 7