CFP
Cypress Financial Planning Portfolio holdings
AUM
$304M
This Quarter Return
-11.57%
1 Year Return
+11.35%
3 Year Return
+32.46%
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.71%
Holding
54
New
54
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 4.28% |
| 2 | Technology | 1.23% |
| 3 | Healthcare | 0.73% |
| 4 | Consumer Discretionary | 0.53% |
| 5 | Real Estate | 0.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Innovator US Equity Power Buffer ETF July
PJUL
$1.15B
| $228K | 0.16% |
+7,744
| New | +$228K |
|
52
Electronic Arts
EA
$43.1B
| $219K | 0.15% |
+1,803
| New | +$219K |
|
53
Innovator US Equity Power Buffer ETF January
PJAN
$1.24B
| $211K | 0.14% |
+7,039
| New | +$211K |
|
54
SPDR Bloomberg High Yield Bond ETF
JNK
$8.04B
| $206K | 0.14% |
+2,276
| New | +$206K |
|