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
201
$4K ﹤0.01%
+74
202
$4K ﹤0.01%
+74
203
$4K ﹤0.01%
+55
204
$4K ﹤0.01%
+26
205
$4K ﹤0.01%
+83
206
$4K ﹤0.01%
+25
207
$4K ﹤0.01%
+6
208
$4K ﹤0.01%
+65
209
$4K ﹤0.01%
+53
210
$4K ﹤0.01%
+63
211
$4K ﹤0.01%
+60
212
$4K ﹤0.01%
+47
213
$4K ﹤0.01%
+29
214
$4K ﹤0.01%
+18
215
$4K ﹤0.01%
+30
216
$4K ﹤0.01%
+94
217
$4K ﹤0.01%
+17
218
$4K ﹤0.01%
+130
219
$4K ﹤0.01%
+42
220
$4K ﹤0.01%
+42
221
$4K ﹤0.01%
+44
222
$4K ﹤0.01%
+29
223
$4K ﹤0.01%
+84
224
$4K ﹤0.01%
+59
225
$4K ﹤0.01%
+195
7 8
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