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
$218M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$12.3M
3
+$11.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.76M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.63M

Top Sells

1
+$434K
2
+$278K
3
+$77.3K
4
LUNR icon
Intuitive Machines
LUNR
+$22.5K
5
VFH icon
Vanguard Financials ETF
VFH
+$17.6K

Sector Composition

1 Financials 3.65%
2 Technology 1.25%
3 Consumer Discretionary 0.6%
4 Industrials 0.54%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$776K 0.36%
+1,278
27
$697K 0.32%
18,582
+4,054
28
$685K 0.31%
+14,727
29
$666K 0.3%
8,340
+293
30
$633K 0.29%
10,280
+711
31
$631K 0.29%
+13,299
32
$629K 0.29%
8,655
+5,150
33
$615K 0.28%
+29,730
34
$493K 0.23%
1,432
+658
35
$491K 0.22%
13,453
+84
36
$483K 0.22%
13,638
+4,215
37
$464K 0.21%
12,670
+6,538
38
$449K 0.21%
1,728
+182
39
$446K 0.2%
12,553
+5,117
40
$439K 0.2%
13,426
-2,365
41
$426K 0.19%
11,220
+3,268
42
$397K 0.18%
3,867
+342
43
$381K 0.17%
+1,928
44
$368K 0.17%
10,777
+3,040
45
$357K 0.16%
1,696
+562
46
$351K 0.16%
+6,715
47
$349K 0.16%
+2,059
48
$334K 0.15%
11,549
+2,000
49
$331K 0.15%
+5,068
50
$323K 0.15%
9,272
-340
1
2
3