CFP

Cypress Financial Planning Portfolio holdings

AUM $277M
AUM
$277M
AUM Growth
+$4.7M
Cap. Flow
+$6.29M
Cap. Flow %
2.27%
Top 10 Hldgs %
72.69%
Holding
84
New
4
Increased
35
Reduced
35
Closed
4

Top Buys

1
$7.55M
2
$1.25M
3
$1.08M
4
$419K
5
$330K

Top Sells

1
$2.89M
2
$1.25M
3
$383K
4
$370K
5
$228K

Sector Composition

1Financials3.88%
2Technology1.38%
3Industrials0.8%
4Communication Services0.58%
5Consumer Discretionary0.55%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$32.5M11.6%397,391
-1,824
-0.5%
-$149K
$28.2M10.08%50,275
-5,147
-9%
-$2.89M
$24.2M8.64%407,309
+4,356
+1%
+$259K
$23.5M8.4%298,211
+5,311
+2%
+$419K
$22.2M7.93%437,350
-24,675
-5%
-$1.25M
$21.7M7.75%239,716
+11,888
+5%
+$1.08M
$18.2M6.5%105,662
+7,242
+7%
+$1.25M
$11.7M4.16%188,605
-5,983
-3%
-$370K
$11.1M3.98%386,088
+6,951
+2%
+$201K
$8.09M2.89%178,683
+1,177
+0.7%
+$53.3K
$7.85M2.8%103,830
-571
-0.6%
-$43.2K
$7.65M2.73%39,460
-1,175
-3%
-$228K
$7.55M2.69%151,476 New
+$7.55M
$5.55M1.98%9,928
-684
-6%
-$383K
$4.6M1.64%39,451
+3
+0%
+$350
$3.8M1.36%22,247 ––
$2.67M0.95%49,452
+4,208
+9%
+$227K
$1.99M0.71%3,740
-2
-0.1%
-$1.07K
$1.95M0.7%8,796
-309
-3%
-$68.6K
$1.81M0.65%4,062
+3
+0.1%
+$1.34K
$1.58M0.56%16,518
-58
-0.4%
-$5.53K
$1.56M0.56%14,936
+427
+3%
+$44.7K
$1.32M0.47%6,952
+223
+3%
+$42.4K
$1.31M0.47%51,906
+1,577
+3%
+$39.7K
$1.04M0.37%1,115
+44
+4%
+$41K
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