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
$173M
AUM Growth
-$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$1.66M
3
+$890K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$862K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$746K

Top Sells

1
+$1.53M
2
+$1.14M
3
+$308K
4
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$241K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$206K

Sector Composition

1 Financials 3.63%
2 Technology 1.23%
3 Healthcare 0.68%
4 Consumer Discretionary 0.53%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$572K 0.33%
11,375
-2,707
27
$556K 0.32%
1,359
+45
28
$549K 0.31%
7,963
+61
29
$482K 0.28%
1,277
-200
30
$444K 0.25%
13,712
-1,160
31
$439K 0.25%
13,954
+1,100
32
$432K 0.25%
1,585
-110
33
$425K 0.24%
+13,703
34
$425K 0.24%
+8,936
35
$409K 0.23%
4,583
-984
36
$403K 0.23%
8,209
+983
37
$393K 0.22%
8,498
+1,743
38
$390K 0.22%
12,050
-686
39
$375K 0.21%
11,127
+1,451
40
$373K 0.21%
1,756
-35
41
$342K 0.2%
11,372
-400
42
$330K 0.19%
4,000
43
$327K 0.19%
10,736
-90
44
$323K 0.18%
1,827
-175
45
$316K 0.18%
627
46
$309K 0.18%
1,882
47
$303K 0.17%
10,271
-120
48
$286K 0.16%
1,958
49
$273K 0.16%
+11,189
50
$270K 0.15%
+5,067
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