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
$273M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.57M
3
+$1.53M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.13M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$928K

Top Sells

1
+$605K
2
+$571K
3
+$387K
4
VFH icon
Vanguard Financials ETF
VFH
+$219K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$208K

Sector Composition

1 Financials 3.98%
2 Technology 1.47%
3 Industrials 0.87%
4 Consumer Discretionary 0.7%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$361K 0.13%
+3,874
52
$354K 0.13%
1,932
-5
53
$352K 0.13%
12,785
+91
54
$350K 0.13%
10,692
+36
55
$341K 0.13%
1,421
+29
56
$337K 0.12%
12,173
-3,024
57
$335K 0.12%
2,181
+27
58
$323K 0.12%
9,459
-178
59
$323K 0.12%
+12,171
60
$321K 0.12%
9,237
-15
61
$305K 0.11%
8,279
62
$299K 0.11%
+3,131
63
$295K 0.11%
5,687
-1,582
64
$289K 0.11%
1,723
+93
65
$275K 0.1%
6,516
-1,246
66
$272K 0.1%
537
-2
67
$270K 0.1%
7,517
-288
68
$266K 0.1%
3,500
69
$256K 0.09%
1,162
+11
70
$253K 0.09%
6,293
-294
71
$243K 0.09%
11,530
+1,118
72
$240K 0.09%
6,539
-423
73
$237K 0.09%
+587
74
$228K 0.08%
+1,282
75
$207K 0.08%
+4,010
1 2
3
4