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
$164M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.72M
3
+$1.25M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$822K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$787K

Top Sells

1
+$1.7M
2
+$761K
3
+$529K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$494K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$153K

Sector Composition

1 Financials 4.15%
2 Technology 1.29%
3 Healthcare 0.69%
4 Consumer Discretionary 0.45%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$231K 0.14%
+4,870
52
$228K 0.14%
+7,139
53
$221K 0.13%
1,156
-639
54
$220K 0.13%
+6,227
55
$207K 0.13%
7,173
-58,794
56
– –
-11,792
57
– –
-18,004
1 2
3