CFP
Cypress Financial Planning Portfolio holdings
AUM $277M
AUM
$277M
AUM Growth
+$4.7M (+2%)
Cap. Flow
+$6.29M
Cap. Flow % of AUM
2.27%
Top 10 Holdings %Top 10 Hldgs %
72.69%
Holding
84
New
4
Increased
35
Reduced
35
Closed
4
Top Buys
| 1 | $7.55M | |
| 2 | $1.25M | |
| 3 | $1.08M | |
| 4 | $419K | |
| 5 | $330K |
Top Sells
| 1 | $2.89M | |
| 2 | $1.25M | |
| 3 | $383K | |
| 4 | $370K | |
| 5 | $228K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $373K | 0.13% | 3,896 +22 | +0.6% | +$2.11K | |||
| $363K | 0.13% | 12,605 -180 | -1% | -$5.18K | |||
| $355K | 0.13% | 11,576 -728 | -6% | -$22.3K | |||
| $354K | 0.13% | 2,266 -12 | -0.5% | -$1.88K | |||
| $350K | 0.12% | 1,427 +6 | +0.4% | +$1.47K | |||
| $344K | 0.12% | 10,349 -343 | -3% | -$11.4K | |||
| $343K | 0.12% | 9,212 -375 | -4% | -$14K | |||
| $340K | 0.12% | 12,171 | – | – | |||
| $335K | 0.12% | 2,183 +2 | +0.1% | +$307 | |||
| $334K | 0.12% | 11,481 -692 | -6% | -$20.2K | |||
| $326K | 0.12% | 6,981 -1,092 | -14% | -$50.9K | |||
| $304K | 0.11% | 5,936 +249 | +4% | +$12.7K | |||
| $298K | 0.11% | 3,127 -4 | -0.1% | -$381 | |||
| $290K | 0.1% | 1,164 +2 | +0.2% | +$497 | |||
| $289K | 0.1% | 7,246 +953 | +15% | +$38.1K | |||
| $287K | 0.1% | 1,686 -37 | -2% | -$6.3K | |||
| $287K | 0.1% | 548 +11 | +2% | +$5.76K | |||
| $264K | 0.09% | 7,383 -134 | -2% | -$4.8K | |||
| $263K | 0.09% | 3,500 | – | – | |||
| $258K | 0.09% | 12,007 +477 | +4% | +$10.3K | |||
| $258K | 0.09% | 1,232 -50 | -4% | -$10.5K | |||
| $239K | 0.09% | 2,503 | New | +$239K | |||
| $215K | 0.08% | 830 +243 | +41% | +$63K | |||
| $213K | 0.08% | 6,665 | New | +$213K | |||
| $212K | 0.08% | 5,112 -1,404 | -22% | -$58.2K |
