CF

Cyr Financial Portfolio holdings

AUM $160M
1-Year Est. Return 14.31%
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.48M
3
+$1.12M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$908K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$875K

Top Sells

1
+$1.23M
2
+$971K
3
+$649K
4
BND icon
Vanguard Total Bond Market
BND
+$470K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$463K

Sector Composition

1 Technology 5.97%
2 Communication Services 2.39%
3 Consumer Discretionary 2.18%
4 Financials 1.7%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.78%
3,166
+1,274
27
$1M 0.77%
8,905
-833
28
$991K 0.77%
4,519
+561
29
$961K 0.74%
5,452
+813
30
$944K 0.73%
1,944
+293
31
$918K 0.71%
4,472
+517
32
$915K 0.71%
8,753
+91
33
$909K 0.7%
18,538
+9,445
34
$893K 0.69%
3,273
+511
35
$853K 0.66%
17,183
+12,344
36
$844K 0.65%
1,083
+262
37
$839K 0.65%
847
+208
38
$821K 0.63%
2,238
+597
39
$775K 0.6%
+32,712
40
$606K 0.47%
1,942
+356
41
$478K 0.37%
1,938
-215
42
$408K 0.32%
718
-32
43
$342K 0.26%
10,620
+171
44
$331K 0.26%
+15,095
45
$329K 0.25%
7,601
-28,477
46
$307K 0.24%
791
-152
47
$287K 0.22%
5,774
-1,446
48
$249K 0.19%
2,342
-2,478
49
$230K 0.18%
278
-355
50
$230K 0.18%
+9,675
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