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
$174M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.33M
3
+$931K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$510K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$487K

Top Sells

1
+$244K
2
+$221K
3
+$157K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$98.1K
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$59.4K

Sector Composition

1 Financials 4.18%
2 Technology 1.35%
3 Healthcare 0.62%
4 Consumer Discretionary 0.53%
5 Real Estate 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$608K 0.34%
1,314
27
$596K 0.34%
17,814
-1,359
28
$572K 0.32%
7,902
-277
29
$548K 0.31%
11,900
+4,006
30
$533K 0.3%
5,567
+340
31
$529K 0.3%
20,278
-9,350
32
$487K 0.28%
14,872
-500
33
$480K 0.27%
1,695
-68
34
$424K 0.24%
12,736
-25
35
$411K 0.23%
12,854
-1,857
36
$396K 0.22%
1,791
+61
37
$376K 0.21%
2,002
-14
38
$370K 0.21%
7,226
+1,599
39
$367K 0.21%
1,882
40
$358K 0.2%
11,772
-173
41
$334K 0.19%
10,826
42
$332K 0.19%
4,000
43
$331K 0.19%
9,676
+1,016
44
$317K 0.18%
6,755
+1,885
45
$310K 0.18%
10,391
+3,218
46
$300K 0.17%
627
+1
47
$299K 0.17%
1,958
48
$285K 0.16%
364
49
$254K 0.14%
3,508
+146
50
$251K 0.14%
2,091
-141
1
2
3