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
$239M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$1.93M
3
+$1.78M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$1.58M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.44M

Top Sells

1
+$590K
2
+$568K
3
+$377K
4
EQIX icon
Equinix
EQIX
+$300K
5
IBM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$792K 0.33%
16,790
+3,491
27
$787K 0.33%
1,166
-112
28
$776K 0.32%
16,960
+2,233
29
$733K 0.3%
1,640
-267
30
$729K 0.3%
34,044
+4,314
31
$710K 0.29%
9,065
+725
32
$710K 0.29%
18,537
-45
33
$547K 0.23%
2,043
+315
34
$521K 0.22%
13,892
+439
35
$520K 0.21%
5,341
+1,474
36
$515K 0.21%
1,377
-55
37
$496K 0.21%
13,578
-60
38
$473K 0.2%
12,611
-59
39
$437K 0.18%
11,258
+38
40
$429K 0.18%
2,113
+417
41
$426K 0.18%
13,095
-331
42
$426K 0.18%
11,743
-810
43
$424K 0.18%
2,127
+68
44
$376K 0.16%
1,936
+8
45
$374K 0.15%
7,247
+532
46
$374K 0.15%
747
+296
47
$373K 0.15%
10,630
-147
48
$356K 0.15%
3,341
+1,125
49
$341K 0.14%
10,011
+67
50
$340K 0.14%
5,108
+40
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