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
$277M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$1.25M
3
+$1.08M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$419K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$330K

Top Sells

1
+$2.89M
2
+$1.25M
3
+$383K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$370K
5
HEFA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.36%
2,753
-470
27
$915K 0.33%
13,029
+134
28
$898K 0.32%
23,367
-2,504
29
$860K 0.31%
7,910
-1,184
30
$792K 0.28%
9,693
+166
31
$765K 0.27%
7,260
+722
32
$759K 0.27%
15,941
+707
33
$701K 0.25%
31,749
-4
34
$674K 0.24%
18,536
+9,077
35
$657K 0.23%
2,390
+344
36
$649K 0.23%
1,798
-65
37
$642K 0.23%
16,999
-2,874
38
$617K 0.22%
1,644
-71
39
$537K 0.19%
14,294
+515
40
$474K 0.17%
4,861
-65
41
$462K 0.16%
11,891
-1,348
42
$454K 0.16%
11,305
-968
43
$448K 0.16%
6,814
-2,274
44
$421K 0.15%
1,936
+4
45
$411K 0.15%
5,125
+2
46
$404K 0.14%
3,727
+685
47
$400K 0.14%
2,004
+6
48
$399K 0.14%
8,859
49
$398K 0.14%
774
-94
50
$393K 0.14%
10,972
+2,693
1
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