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
$270M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$2.44M
3
+$1.39M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.36M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$1.08M

Top Sells

1
+$2.08M
2
+$626K
3
+$390K
4
BND icon
Vanguard Total Bond Market
BND
+$246K
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$204K

Sector Composition

1 Financials 3.42%
2 Technology 1.31%
3 Industrials 0.99%
4 Consumer Discretionary 0.54%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$368K 0.14%
12,694
+1,835
52
$366K 0.14%
2,154
+27
53
$362K 0.13%
9,637
+20
54
$359K 0.13%
10,656
-2,439
55
$328K 0.12%
9,252
+14
56
$321K 0.12%
7,762
-306
57
$315K 0.12%
539
+2
58
$312K 0.12%
2,570
+144
59
$298K 0.11%
8,279
-2,351
60
$294K 0.11%
1,392
+330
61
$282K 0.1%
1,630
+25
62
$275K 0.1%
7,805
-2,206
63
$269K 0.1%
7,289
-4,454
64
$259K 0.1%
6,587
+300
65
$255K 0.09%
+1,151
66
$250K 0.09%
6,962
-1,994
67
$241K 0.09%
+10,412
68
$235K 0.09%
3,500
69
$227K 0.08%
1,301
+1
70
$223K 0.08%
+1,800
71
$219K 0.08%
1,992
-152
72
$208K 0.08%
+4,567
73
$205K 0.08%
+6,784
74
$202K 0.07%
+3,723
75
$202K 0.07%
+6,132
1 2
3
4