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
$270M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$2.44M
3
+$1.39M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.36M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$1.08M

Top Sells

1
+$2.08M
2
+$626K
3
+$390K
4
BND icon
Vanguard Total Bond Market
BND
+$246K
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$204K

Sector Composition

1 Financials 3.42%
2 Technology 1.31%
3 Industrials 0.99%
4 Consumer Discretionary 0.54%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$905K 0.33%
12,730
-118
27
$812K 0.3%
17,345
+385
28
$800K 0.3%
16,621
-169
29
$771K 0.29%
34,095
+51
30
$764K 0.28%
9,132
+67
31
$763K 0.28%
20,159
+6,581
32
$757K 0.28%
1,067
-99
33
$714K 0.26%
1,660
+20
34
$699K 0.26%
+1,863
35
$672K 0.25%
9,958
-2,479
36
$563K 0.21%
1,987
-56
37
$530K 0.2%
4,922
-419
38
$518K 0.19%
13,299
-5,238
39
$509K 0.19%
12,562
+1,304
40
$450K 0.17%
1,937
+1
41
$447K 0.17%
15,197
+7,726
42
$441K 0.16%
1,995
-118
43
$434K 0.16%
11,321
-1,290
44
$403K 0.15%
3,711
+370
45
$397K 0.15%
5,116
+8
46
$393K 0.15%
744
-3
47
$386K 0.14%
7,269
+22
48
$381K 0.14%
2,277
+690
49
$379K 0.14%
12,304
+755
50
$376K 0.14%
8,073
+2,082
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