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
$218M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$12.3M
3
+$11.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.76M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.63M

Top Sells

1
+$434K
2
+$278K
3
+$77.3K
4
LUNR icon
Intuitive Machines
LUNR
+$22.5K
5
VFH icon
Vanguard Financials ETF
VFH
+$17.6K

Sector Composition

1 Financials 3.65%
2 Technology 1.25%
3 Consumer Discretionary 0.6%
4 Industrials 0.54%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$323K 0.15%
9,944
+2,243
52
$319K 0.15%
+1,966
53
$318K 0.15%
8,120
+2,108
54
$311K 0.14%
+628
55
$300K 0.14%
+364
56
$298K 0.14%
10,940
-466
57
$275K 0.13%
3,500
58
$271K 0.12%
6,227
59
$255K 0.12%
+7,116
60
$240K 0.11%
2,344
-172
61
$238K 0.11%
+2,216
62
$236K 0.11%
+6,411
63
$217K 0.1%
+451
64
$212K 0.1%
+1,300
65
$209K 0.1%
+1,093
66
$200K 0.09%
+6,733
67
– –
-10,642
1 2
3