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
$164M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.72M
3
+$1.25M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$822K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$787K

Top Sells

1
+$1.7M
2
+$761K
3
+$529K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$494K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$153K

Sector Composition

1 Financials 4.15%
2 Technology 1.29%
3 Healthcare 0.69%
4 Consumer Discretionary 0.45%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$608K 0.37%
+19,173
27
$590K 0.36%
8,179
-219
28
$551K 0.34%
1,918
+21
29
$515K 0.31%
1,478
30
$489K 0.3%
5,227
+91
31
$479K 0.29%
14,711
-23,357
32
$473K 0.29%
15,372
-805
33
$439K 0.27%
1,763
-37
34
$402K 0.24%
12,761
-1,696
35
$378K 0.23%
1,882
36
$374K 0.23%
3,391
-1,390
37
$369K 0.22%
7,894
+1,076
38
$360K 0.22%
4,000
+1,500
39
$360K 0.22%
2,016
+50
40
$354K 0.22%
1,730
-85
41
$353K 0.22%
11,945
42
$318K 0.19%
+10,826
43
$309K 0.19%
626
44
$293K 0.18%
1,958
45
$290K 0.18%
5,627
+492
46
$278K 0.17%
2,232
47
$275K 0.17%
+8,660
48
$258K 0.16%
364
49
$249K 0.15%
3,362
+199
50
$237K 0.14%
+7,104
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