CF

Cyr Financial Portfolio holdings

AUM $129M
1-Year Est. Return 12.11%
This Quarter Est. Return
1 Year Est. Return
+12.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$10M
3
+$8.1M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$7.1M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$6.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.67%
2 Financials 3.59%
3 Consumer Discretionary 2.91%
4 Communication Services 1.5%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$717K 0.72%
+26,023
27
$714K 0.71%
+4,922
28
$708K 0.71%
+5,026
29
$706K 0.71%
+13,485
30
$701K 0.7%
+4,389
31
$699K 0.7%
+2,376
32
$690K 0.69%
+6,269
33
$683K 0.68%
+1,342
34
$677K 0.68%
+1,496
35
$644K 0.64%
+4,656
36
$417K 0.42%
+8,382
37
$368K 0.37%
+3,273
38
$283K 0.28%
+565
39
$274K 0.27%
+5,224
40
$229K 0.23%
+1,987
41
$216K 0.22%
+397
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