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
$150M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$693K
3
+$563K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$529K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$457K

Top Sells

1
+$2.58M
2
+$1.2M
3
+$284K
4
VB icon
Vanguard Small-Cap ETF
VB
+$279K
5
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$245K

Sector Composition

1 Financials 4.55%
2 Technology 1.12%
3 Healthcare 0.57%
4 Real Estate 0.43%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$605K 0.4%
13,511
+495
27
$556K 0.37%
8,398
+423
28
$529K 0.35%
+18,004
29
$521K 0.35%
4,050
30
$511K 0.34%
4,781
-1,794
31
$494K 0.33%
11,792
-366
32
$472K 0.32%
16,177
-1,114
33
$469K 0.31%
5,136
+43
34
$454K 0.3%
1,897
+9
35
$436K 0.29%
1,478
+1
36
$430K 0.29%
14,457
+3,640
37
$404K 0.27%
1,882
-31
38
$381K 0.25%
1,800
-155
39
$346K 0.23%
1,815
+76
40
$341K 0.23%
1,966
41
$329K 0.22%
1,795
-552
42
$328K 0.22%
11,945
-165
43
$325K 0.22%
626
-112
44
$312K 0.21%
6,818
+124
45
$297K 0.2%
1,958
+9
46
$261K 0.17%
+5,135
47
$257K 0.17%
+2,500
48
$241K 0.16%
364
49
$239K 0.16%
2,232
+3
50
$228K 0.15%
3,163
-1,525
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