CFP
Cypress Financial Planning Portfolio holdings
AUM
$304M
This Quarter Return
+6.51%
1 Year Return
+11.35%
3 Year Return
+32.46%
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+6.2%)
Cap. Flow
+$19.9K
Cap. Flow
% of AUM
0.01%
Top 10 Holdings %
Top 10 Hldgs %
78.3%
Holding
55
New
4
Increased
26
Reduced
17
Closed
5
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 4.55% |
| 2 | Technology | 1.12% |
| 3 | Healthcare | 0.57% |
| 4 | Real Estate | 0.43% |
| 5 | Industrials | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Electronic Arts
EA
$42.9B
| – | – |
-1,803
| Closed | -$209K |
|
52
Innovator US Equity Power Buffer ETF January
PJAN
$1.24B
| – | – |
-7,222
| Closed | -$213K |
|
53
Innovator US Equity Power Buffer ETF July
PJUL
$1.15B
| – | – |
-8,550
| Closed | -$245K |
|
54
Innovator US Equity Power Buffer ETF October
POCT
$781M
| – | – |
-9,917
| Closed | -$284K |
|
55
Vanguard Small-Cap ETF
VB
$66.1B
| – | – |
-1,630
| Closed | -$279K |
|