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
$150M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$693K
3
+$563K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$529K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$457K

Top Sells

1
+$2.58M
2
+$1.2M
3
+$284K
4
VB icon
Vanguard Small-Cap ETF
VB
+$279K
5
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$245K

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 Change
in Stake 		Capital Flow
51
– –
-1,630
52
– –
-9,917
53
– –
-8,550
54
– –
-7,222
55
– –
-1,803
1 2
3