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

Top Buys

1
+$9.59M
2
+$6.82M
3
+$5.1M
4
MBFI
MB Financial Corp
MBFI
+$2.73M
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$1.9M

Top Sells

1
+$19.7M
2
+$7.33M
3
+$5.04M
4
EVHC
Envision Healthcare Holdings Inc
EVHC
+$2.51M
5
MINI
Mobile Mini Inc
MINI
+$1.99M

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
1
$10.1M 9.5%
97,639
-2,137
2
$9.61M 9.01%
177,669
+177,242
3
$7.71M 7.23%
44,931
-1,353
4
$6.82M 6.39%
+135,724
5
$5.1M 4.78%
+131,025
6
$4.5M 4.21%
104,797
+3,806
7
$4.1M 3.85%
15,025
-772
8
$3.24M 3.03%
32,817
-149
9
$3.19M 2.99%
12,789
+372
10
$2.92M 2.74%
12,874
-113
11
$2.73M 2.56%
+58,521
12
$2.68M 2.51%
57,940
+30,840
13
$2.64M 2.48%
82,810
-461
14
$2.58M 2.42%
27,327
-187
15
$2.25M 2.11%
37,983
+5,949
16
$2.09M 1.96%
54,645
+26,408
17
$2.05M 1.93%
30,053
+14,443
18
$1.97M 1.85%
164,213
-880
19
$1.97M 1.84%
5,539
-214
20
$1.9M 1.78%
+30,988
21
$1.85M 1.73%
+88,378
22
$1.85M 1.73%
33,289
+11,143
23
$1.76M 1.65%
17,846
+17,126
24
$1.54M 1.45%
+85,639
25
$1.51M 1.41%
12,795
-167,083
1
2 3 4 5