CF

Cyr Financial Portfolio holdings

AUM $146M
1-Year Est. Return 11.76%
This Quarter Est. Return
1 Year Est. Return
+11.76%
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
51
$221K 0.2%
+4,403
52
$216K 0.2%
3,685
-10,213
53
$204K 0.19%
7,422
-20,378
54
$203K 0.18%
+8,132
55
– –
-7,382
56
– –
-4,203
57
– –
-12,494
58
– –
-4,314
59
– –
-2,335
60
– –
-1,207
61
– –
-5,770
1 2
3