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CFC

Coyle Financial Counsel Portfolio holdings

AUM $473M
1-Year Est. Return 19.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.4%
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
176
$5K ﹤0.01%
+76
177
$5K ﹤0.01%
+33
178
$5K ﹤0.01%
+59
179
$5K ﹤0.01%
+68
180
$5K ﹤0.01%
+55
181
$5K ﹤0.01%
+68
182
$5K ﹤0.01%
+112
183
$5K ﹤0.01%
+79
184
$5K ﹤0.01%
+83
185
$5K ﹤0.01%
+16
186
$5K ﹤0.01%
+87
187
$5K ﹤0.01%
+96
188
$5K ﹤0.01%
+85
189
$5K ﹤0.01%
+33
190
$5K ﹤0.01%
+35
191
$5K ﹤0.01%
+300
192
$5K ﹤0.01%
+39
193
$5K ﹤0.01%
+102
194
$5K ﹤0.01%
+108
195
$5K ﹤0.01%
+59
196
$4K ﹤0.01%
+60
197
$4K ﹤0.01%
+47
198
$4K ﹤0.01%
+29
199
$4K ﹤0.01%
+18
200
$4K ﹤0.01%
+30
6 7
8
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