CFP

Cypress Financial Planning Portfolio holdings

AUM $326M
1-Year Est. Return 9.12%
This Quarter Est. Return
1 Year Est. Return
+9.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$20.9M
3
+$13M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$12.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.28%
2 Technology 1.23%
3 Healthcare 0.73%
4 Consumer Discretionary 0.53%
5 Real Estate 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$538K 0.37%
+16,474
27
$521K 0.36%
+11,770
28
$500K 0.34%
+8,000
29
$488K 0.33%
+1,911
30
$483K 0.33%
+10,891
31
$476K 0.33%
+1,852
32
$450K 0.31%
+2,019
33
$445K 0.31%
+4,995
34
$415K 0.28%
+2,542
35
$410K 0.28%
+8,947
36
$406K 0.28%
+12,754
37
$404K 0.28%
+14,386
38
$354K 0.24%
+689
39
$346K 0.24%
+4,596
40
$343K 0.24%
+2,026
41
$327K 0.22%
+1,734
42
$311K 0.21%
+10,817
43
$307K 0.21%
+1,741
44
$284K 0.19%
+2,226
45
$279K 0.19%
+1,943
46
$258K 0.18%
+1,475
47
$254K 0.17%
+9,050
48
$239K 0.16%
+364
49
$233K 0.16%
+4,594
50
$233K 0.16%
+3,313
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