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
$273M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.57M
3
+$1.53M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.13M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$928K

Top Sells

1
+$605K
2
+$571K
3
+$387K
4
VFH icon
Vanguard Financials ETF
VFH
+$219K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$208K

Sector Composition

1 Financials 3.98%
2 Technology 1.47%
3 Industrials 0.87%
4 Consumer Discretionary 0.7%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$972K 0.36%
9,094
+171
27
$955K 0.35%
1,071
+4
28
$818K 0.3%
12,895
+165
29
$765K 0.28%
19,873
-286
30
$748K 0.27%
1,863
31
$736K 0.27%
31,753
-2,342
32
$723K 0.27%
1,715
+55
33
$722K 0.26%
15,234
-1,387
34
$720K 0.26%
9,527
+395
35
$697K 0.26%
6,538
+2,827
36
$627K 0.23%
9,088
-870
37
$593K 0.22%
2,046
+59
38
$535K 0.2%
4,926
+4
39
$529K 0.19%
13,779
+2,458
40
$524K 0.19%
13,239
-60
41
$505K 0.19%
12,273
-289
42
$468K 0.17%
868
+124
43
$441K 0.16%
1,998
+3
44
$434K 0.16%
2,278
+1
45
$409K 0.15%
3,042
+472
46
$404K 0.15%
5,123
+7
47
$404K 0.15%
8,859
-8,486
48
$387K 0.14%
8,073
49
$363K 0.13%
9,587
+2,298
50
$361K 0.13%
12,304
1
2
3 4