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
$141M
AUM Growth
-$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.35M
3
+$516K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$405K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$397K

Top Sells

1
+$1.65M
2
+$284K
3
+$246K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$233K
5
VZ icon
Verizon
VZ
+$233K

Sector Composition

1 Financials 4.43%
2 Technology 1.23%
3 Healthcare 0.66%
4 Consumer Discretionary 0.58%
5 Real Estate 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$547K 0.39%
13,016
+2,125
27
$512K 0.36%
16,348
-126
28
$481K 0.34%
17,291
+2,905
29
$464K 0.33%
12,158
+388
30
$447K 0.32%
7,975
-25
31
$440K 0.31%
1,888
+36
32
$420K 0.3%
5,093
+98
33
$418K 0.3%
1,955
-64
34
$411K 0.29%
1,913
+2
35
$373K 0.26%
738
+49
36
$370K 0.26%
2,347
-195
37
$362K 0.26%
12,110
-644
38
$348K 0.25%
1,477
+2
39
$334K 0.24%
4,688
+92
40
$324K 0.23%
1,966
-60
41
$312K 0.22%
1,739
+5
42
$308K 0.22%
10,817
43
$294K 0.21%
6,694
-2,253
44
$284K 0.2%
9,917
+867
45
$279K 0.2%
1,630
-111
46
$252K 0.18%
2,229
+3
47
$246K 0.17%
1,949
+6
48
$245K 0.17%
8,550
+806
49
$213K 0.15%
7,222
+183
50
$209K 0.15%
1,803
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2
3