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
$146M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.03M
3
+$912K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$853K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$565K

Top Sells

1
+$230K
2
+$64.9K
3
+$37.7K
4
GS icon
Goldman Sachs
GS
+$27.4K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.6K

Sector Composition

1 Technology 5.82%
2 Consumer Discretionary 2.31%
3 Communication Services 2.28%
4 Financials 1.67%
5 Industrials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.71%
1,414
+2
27
$1.03M 0.71%
40,411
-2,579
28
$1.03M 0.7%
4,697
+178
29
$1.02M 0.7%
9,624
+871
30
$1.01M 0.69%
14,794
+288
31
$1.01M 0.69%
2,012
+68
32
$999K 0.68%
19,954
+1,416
33
$994K 0.68%
8,290
+110
34
$980K 0.67%
19,421
+2,238
35
$931K 0.64%
2,297
+59
36
$923K 0.63%
38,707
+5,995
37
$852K 0.58%
1,116
+33
38
$812K 0.55%
877
+30
39
$809K 0.55%
3,414
+141
40
$757K 0.52%
2,192
+250
41
$640K 0.44%
12,841
+7,067
42
$549K 0.38%
2,007
+69
43
$443K 0.3%
723
+5
44
$401K 0.27%
1,219
+537
45
$392K 0.27%
17,850
+2,755
46
$387K 0.26%
811
+20
47
$367K 0.25%
10,807
+187
48
$332K 0.23%
7,509
-92
49
$316K 0.22%
13,243
+3,568
50
$261K 0.18%
+11,645
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