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
51
$250K 0.17%
+10,906
52
$249K 0.17%
2,336
-6
53
$233K 0.16%
+9,575
54
$232K 0.16%
+10,334
55
$231K 0.16%
+9,858
56
$230K 0.16%
+9,481
57
$230K 0.16%
1,661
-27
58
$229K 0.16%
+10,149
59
$217K 0.15%
8,132
60
$210K 0.14%
264
-37
61
$209K 0.14%
+5,645
62
$208K 0.14%
+4,107
63
$201K 0.14%
+8,641
64
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