CFP
Cypress Financial Planning Portfolio holdings
AUM
$304M
This Quarter Return
+0.12%
1 Year Return
+11.35%
3 Year Return
+32.46%
5 Year Return
–
10 Year Return
–
AUM
$277M
AUM Growth
+$277M
(+1.7%)
Cap. Flow
+$5.32M
Cap. Flow
% of AUM
1.92%
Top 10 Holdings %
Top 10 Hldgs %
72.69%
Holding
84
New
4
Increased
35
Reduced
35
Closed
4
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$7.55M |
| 2 |
Vanguard Extended Market ETF
VXF
|
$1.25M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.08M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$419K |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$330K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.89M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.25M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$383K |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$370K |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$321K |
Sector Composition
| 1 | Financials | 3.88% |
| 2 | Technology | 1.38% |
| 3 | Industrials | 0.8% |
| 4 | Communication Services | 0.58% |
| 5 | Consumer Discretionary | 0.55% |
