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
$110M
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$264K
3
+$254K
4
VFH icon
Vanguard Financials ETF
VFH
+$231K
5
LMT icon
Lockheed Martin
LMT
+$147K

Top Sells

1
+$11.5M
2
+$10.8M
3
+$10.2M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.67M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.1M

Sector Composition

1 Technology 1.15%
2 Financials 0.78%
3 Industrials 0.72%
4 Materials 0.22%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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54
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-40,898
55
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-5,067
56
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-12,340
57
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-8,936
58
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-8,209
59
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-1,882
60
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-22,225
61
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-364
1 2
3