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
$110M
AUM Growth
+$2.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$5.29M
3
+$2.12M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.38M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$977K

Top Sells

1
+$4.95M
2
+$4.81M
3
+$3.25M
4
AXON icon
Axon Enterprise
AXON
+$865K
5
PHM icon
Pultegroup
PHM
+$828K

Sector Composition

1 Technology 5.24%
2 Communication Services 2.04%
3 Consumer Discretionary 1.88%
4 Financials 1.64%
5 Industrials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$778K 0.71%
12,891
+2,298
27
$766K 0.7%
1,515
+151
28
$747K 0.68%
15,085
+3,593
29
$733K 0.67%
+4,397
30
$718K 0.66%
+1,585
31
$638K 0.58%
+2,753
32
$630K 0.57%
5,970
-330
33
$627K 0.57%
+10,583
34
$623K 0.57%
+2,601
35
$604K 0.55%
+1,032
36
$602K 0.55%
+1,547
37
$593K 0.54%
+1,469
38
$567K 0.52%
+636
39
$564K 0.51%
+730
40
$553K 0.5%
+604
41
$490K 0.45%
2,081
-2,030
42
$383K 0.35%
644
-1,456
43
$376K 0.34%
7,554
+1,149
44
$367K 0.33%
3,124
-345
45
$341K 0.31%
+941
46
$316K 0.29%
586
+21
47
$299K 0.27%
+10,018
48
$263K 0.24%
2,377
-6,295
49
$246K 0.22%
429
-1,109
50
$226K 0.21%
4,114
-10,277
1
2
3