CF

Cyr Financial Portfolio holdings

AUM $160M
1-Year Est. Return 14.31%
This Fund
S&P 500
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
+$1.55M
2
+$1.42M
3
+$1.04M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$898K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$866K

Top Sells

1
+$1.18M
2
+$971K
3
+$649K
4
BND icon
Vanguard Total Bond Market
BND
+$464K
5
CPSD
Calamos S&P 500 Structured Alt Protection ETF - December
CPSD
+$446K

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
51
$220K 0.17%
+682
52
$217K 0.17%
1,688
-1,076
53
$213K 0.16%
301
-128
54
$213K 0.16%
+8,132
55
– –
-27,209
56
– –
-4,080
57
– –
-27,448
58
– –
-7,554
59
– –
-3,613
1 2
3