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
$141M
AUM Growth
-$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$2.3M
2 +$1.35M
3 +$516K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$405K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$397K

Top Sells

1 +$1.65M
2 +$284K
3 +$246K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$233K
5
VZ icon
Verizon
VZ
+$233K

Sector Composition

1 Financials 4.43%
2 Technology 1.23%
3 Healthcare 0.66%
4 Consumer Discretionary 0.58%
5 Real Estate 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$207K 0.15%
364
52
-4,594
53
-3,313
54
-2,276