CFP

Cypress Financial Planning Portfolio holdings

AUM $358M
1-Year Est. Return 12.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.59M
3
+$1.53M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.51M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.36M

Top Sells

1
+$3.8M
2
+$390K
3
+$287K
4
MS icon
Morgan Stanley
MS
+$245K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$225K

Sector Composition

1 Financials 4.08%
2 Technology 1.33%
3 Industrials 0.8%
4 Communication Services 0.65%
5 Consumer Discretionary 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.39%
2,751
-2
27
$1M 0.33%
12,908
-121
28
$953K 0.31%
23,305
-62
29
$879K 0.29%
8,018
+108
30
$844K 0.28%
9,442
-251
31
$837K 0.27%
8,010
+750
32
$813K 0.27%
16,993
+1,052
33
$777K 0.25%
31,783
+34
34
$773K 0.25%
17,299
+8,440
35
$763K 0.25%
1,798
36
$725K 0.24%
2,385
-5
37
$678K 0.22%
1,363
-281
38
$657K 0.21%
13,082
+7,146
39
$610K 0.2%
3,860
+133
40
$579K 0.19%
14,307
-2,692
41
$576K 0.19%
6,075
+2,179
42
$565K 0.18%
14,126
-168
43
$542K 0.18%
5,128
+3
44
$497K 0.16%
12,044
+153
45
$484K 0.16%
4,862
+1
46
$480K 0.16%
10,935
-370
47
$476K 0.16%
838
+64
48
$475K 0.15%
6,529
-285
49
$457K 0.15%
2,116
+112
50
$428K 0.14%
1,936
1
2
3 4