CF

Cyr Financial Portfolio holdings

AUM $170M
1-Year Est. Return 13.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$9.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$1.05M
3
+$1.01M
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$1.01M
5
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$996K

Top Sells

1
+$246K
2
+$212K
3
+$200K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$154K
5
EWX icon
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
+$139K

Sector Composition

1 Technology 5.48%
2 Consumer Discretionary 2.09%
3 Financials 1.5%
4 Communication Services 1.36%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.17T
$1.23M 0.73%
4,291
+221
MSFT icon
27
Microsoft
MSFT
$3.15T
$1.22M 0.72%
3,306
+446
MUB icon
28
iShares National Muni Bond ETF
MUB
$43.7B
$1.17M 0.69%
11,002
+1,011
AVGO icon
29
Broadcom
AVGO
$2T
$1.16M 0.68%
3,743
+286
AMZN icon
30
Amazon
AMZN
$2.84T
$1.16M 0.68%
5,556
+498
ABBV icon
31
AbbVie
ABBV
$351B
$1.15M 0.68%
5,303
+903
TJX icon
32
TJX Companies
TJX
$174B
$1.15M 0.68%
7,222
+1,115
LLY icon
33
Eli Lilly
LLY
$790B
$1.13M 0.66%
1,226
+147
PLTR icon
34
Palantir
PLTR
$342B
$1.12M 0.66%
7,689
+1,353
META icon
35
Meta Platforms (Facebook)
META
$1.71T
$1.07M 0.63%
1,877
+218
UBER icon
36
Uber
UBER
$152B
$1.06M 0.62%
14,673
+1,676
CPSD
37
Calamos S&P 500 Structured Alt Protection ETF - December
CPSD
$44.9M
$1.01M 0.6%
39,057
-231
SPMO icon
38
Invesco S&P 500 Momentum ETF
SPMO
$15.5B
$981K 0.58%
8,750
-327
ORCL icon
39
Oracle
ORCL
$498B
$954K 0.56%
6,487
+2,003
IBHI icon
40
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$400M
$819K 0.48%
35,168
-1,715
EWX icon
41
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$737M
$611K 0.36%
9,242
-2,060
PULS icon
42
PGIM Ultra Short Bond ETF
PULS
$15.2B
$601K 0.35%
12,144
+3
IWY icon
43
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$490K 0.29%
1,970
+3
CAT icon
44
Caterpillar
CAT
$387B
$467K 0.28%
660
-152
VOO icon
45
Vanguard S&P 500 ETF
VOO
$898B
$449K 0.26%
752
+28
SCHD icon
46
Schwab US Dividend Equity ETF
SCHD
$87.8B
$422K 0.25%
13,763
-5,085
CEG icon
47
Constellation Energy
CEG
$114B
$340K 0.2%
1,219
IAU icon
48
iShares Gold Trust
IAU
$75.6B
$340K 0.2%
+3,859
IBDV icon
49
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.04B
$312K 0.18%
14,250
-1,352
IBTJ icon
50
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.24B
$308K 0.18%
14,094
-1,365
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