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
$173M
AUM Growth
-$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$1.66M
3
+$890K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$862K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$746K

Top Sells

1
+$1.53M
2
+$1.14M
3
+$308K
4
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$241K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$206K

Sector Composition

1 Financials 3.63%
2 Technology 1.23%
3 Healthcare 0.68%
4 Consumer Discretionary 0.53%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$264K 0.15%
364
52
$251K 0.14%
3,598
+90
53
$246K 0.14%
7,083
54
$232K 0.13%
2,091
55
$229K 0.13%
6,227
56
$223K 0.13%
+7,617
57
$204K 0.12%
8,078
-12,200
58
$38.8K 0.02%
+10,642
59
– –
-7,100
60
– –
-1,923
1 2
3