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
$146M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
51
$228K 0.16%
+7,744
52
$219K 0.15%
+1,803
53
$211K 0.14%
+7,039
54
$206K 0.14%
+2,276