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
$174M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.33M
3
+$931K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$510K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$487K

Top Sells

1
+$244K
2
+$221K
3
+$157K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$98.1K
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$59.4K

Sector Composition

1 Financials 4.18%
2 Technology 1.35%
3 Healthcare 0.62%
4 Consumer Discretionary 0.53%
5 Real Estate 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$249K 0.14%
7,083
-21
52
$241K 0.14%
7,100
-39
53
$235K 0.13%
6,227
54
$206K 0.12%
1,923
-1,468
55
– –
-1,156
1 2
3