CFP
Cypress Financial Planning Portfolio holdings
AUM
$304M
This Quarter Return
+0.41%
1 Year Return
+11.35%
3 Year Return
+32.46%
5 Year Return
–
10 Year Return
–
AUM
$239M
AUM Growth
+$239M
(+9.4%)
Cap. Flow
+$19.9M
Cap. Flow
% of AUM
8.33%
Top 10 Holdings %
Top 10 Hldgs %
75.92%
Holding
71
New
5
Increased
34
Reduced
26
Closed
3
Top Buys
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$7.02M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.93M |
| 3 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$1.78M |
| 4 |
Vanguard Extended Market ETF
VXF
|
$1.58M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.44M |
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$590K |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$568K |
| 3 |
Vanguard Total Bond Market
BND
|
$377K |
| 4 |
Equinix
EQIX
|
$300K |
| 5 |
IBM
IBM
|
$209K |
Sector Composition
| 1 | Financials | 3.57% |
| 2 | Technology | 1.31% |
| 3 | Industrials | 0.73% |
| 4 | Consumer Discretionary | 0.53% |
| 5 | Communication Services | 0.45% |
