CFP
Cypress Financial Planning Portfolio holdings
AUM $277M
AUM
$277M
AUM Growth
+$4.7M (+2%)
Cap. Flow
+$6.29M
Cap. Flow % of AUM
2.27%
Top 10 Holdings %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
| 1 | Financials | 3.88% |
| 2 | Technology | 1.38% |
| 3 | Industrials | 0.8% |
| 4 | Communication Services | 0.58% |
| 5 | Consumer Discretionary | 0.55% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.02M | 0.36% | 2,753 -470 | -15% | -$174K | |||
| $915K | 0.33% | 13,029 +134 | +1% | +$9.41K | |||
| $898K | 0.32% | 23,367 -2,504 | -10% | -$96.2K | |||
| $860K | 0.31% | 7,910 -1,184 | -13% | -$129K | |||
| $792K | 0.28% | 9,693 +166 | +2% | +$13.6K | |||
| $765K | 0.27% | 7,260 +722 | +11% | +$76.1K | |||
| $759K | 0.27% | 15,941 +707 | +5% | +$33.7K | |||
| $701K | 0.25% | 31,749 -4 | -0% | -$88 | |||
| $674K | 0.24% | 18,536 +9,077 | +96% | +$330K | |||
| $657K | 0.23% | 2,390 +344 | +17% | +$94.6K | |||
| $649K | 0.23% | 1,798 -65 | -3% | -$23.5K | |||
| $642K | 0.23% | 16,999 -2,874 | -14% | -$109K | |||
| $617K | 0.22% | 1,644 -71 | -4% | -$26.7K | |||
| $537K | 0.19% | 14,294 +515 | +4% | +$19.4K | |||
| $474K | 0.17% | 4,861 -65 | -1% | -$6.34K | |||
| $462K | 0.16% | 11,891 -1,348 | -10% | -$52.4K | |||
| $454K | 0.16% | 11,305 -968 | -8% | -$38.9K | |||
| $448K | 0.16% | 6,814 -2,274 | -25% | -$150K | |||
| $421K | 0.15% | 1,936 +4 | +0.2% | +$870 | |||
| $411K | 0.15% | 5,125 +2 | +0% | +$160 | |||
| $404K | 0.14% | 3,727 +685 | +23% | +$74.2K | |||
| $400K | 0.14% | 2,004 +6 | +0.3% | +$1.2K | |||
| $399K | 0.14% | 8,859 | – | – | |||
| $398K | 0.14% | 774 -94 | -11% | -$48.3K | |||
| $393K | 0.14% | 10,972 +2,693 | +33% | +$96.5K |
