CFP

Cypress Financial Planning Portfolio holdings

AUM $359M
1-Year Est. Return 11.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.66M
3
+$1.27M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$833K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$764K

Top Sells

1
+$646K
2
+$271K
3
+$163K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$142K
5
VUG icon
Vanguard Growth ETF
VUG
+$127K

Sector Composition

1 Financials 4.05%
2 Technology 1.59%
3 Industrials 0.8%
4 Communication Services 0.71%
5 Consumer Discretionary 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.36%
2,473
-278
27
$1.03M 0.32%
12,898
-10
28
$981K 0.3%
22,829
-476
29
$935K 0.29%
19,394
+2,401
30
$919K 0.28%
8,634
+624
31
$911K 0.28%
8,173
+155
32
$860K 0.26%
9,210
-232
33
$858K 0.26%
18,836
+1,537
34
$832K 0.26%
1,777
-21
35
$802K 0.25%
30,432
-1,351
36
$782K 0.24%
2,384
-1
37
$745K 0.23%
14,636
+1,554
38
$735K 0.23%
3,940
+80
39
$721K 0.22%
1,391
+28
40
$631K 0.19%
14,849
+542
41
$590K 0.18%
6,075
42
$577K 0.18%
7,361
+832
43
$568K 0.17%
13,515
-611
44
$564K 0.17%
5,130
+2
45
$536K 0.16%
11,748
+813
46
$528K 0.16%
4,771
-91
47
$525K 0.16%
2,156
-105
48
$521K 0.16%
850
+12
49
$488K 0.15%
11,329
-715
50
$488K 0.15%
2,017
-99
1
2
3 4