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
$239M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$1.93M
3
+$1.78M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$1.58M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.44M

Top Sells

1
+$590K
2
+$568K
3
+$377K
4
EQIX icon
Equinix
EQIX
+$300K
5
IBM icon
IBM
IBM
+$209K

Sector Composition

1 Financials 3.57%
2 Technology 1.31%
3 Industrials 0.73%
4 Consumer Discretionary 0.53%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$338K 0.14%
11,549
52
$337K 0.14%
9,617
+2,501
53
$328K 0.14%
9,238
-34
54
$325K 0.13%
8,068
-52
55
$310K 0.13%
+8,956
56
$300K 0.12%
+2,426
57
$296K 0.12%
10,859
-81
58
$291K 0.12%
+1,587
59
$273K 0.11%
537
-91
60
$270K 0.11%
5,991
-236
61
$265K 0.11%
3,500
62
$265K 0.11%
1,605
-361
63
$246K 0.1%
3,418
-5,237
64
$238K 0.1%
6,287
-124
65
$215K 0.09%
+1,062
66
$214K 0.09%
2,144
-200
67
$210K 0.09%
+7,471
68
$209K 0.09%
1,300
69
– –
-1,093
70
– –
-6,733
71
– –
-364
1 2
3