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
$277M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$1.25M
3
+$1.08M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$419K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$330K

Top Sells

1
+$2.89M
2
+$1.25M
3
+$383K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$370K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$321K

Sector Composition

1 Financials 3.88%
2 Technology 1.38%
3 Industrials 0.8%
4 Communication Services 0.58%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$373K 0.13%
3,896
+22
52
$363K 0.13%
12,605
-180
53
$355K 0.13%
11,576
-728
54
$354K 0.13%
2,266
-12
55
$350K 0.12%
1,427
+6
56
$344K 0.12%
10,349
-343
57
$343K 0.12%
9,212
-375
58
$340K 0.12%
12,171
59
$335K 0.12%
2,183
+2
60
$334K 0.12%
11,481
-692
61
$326K 0.12%
6,981
-1,092
62
$304K 0.11%
5,936
+249
63
$298K 0.11%
3,127
-4
64
$290K 0.1%
1,164
+2
65
$289K 0.1%
7,246
+953
66
$287K 0.1%
1,686
-37
67
$287K 0.1%
548
+11
68
$264K 0.09%
7,383
-134
69
$263K 0.09%
3,500
70
$258K 0.09%
12,007
+477
71
$258K 0.09%
1,232
-50
72
$239K 0.09%
+2,503
73
$215K 0.08%
830
+243
74
$213K 0.08%
+6,665
75
$212K 0.08%
5,112
-1,404
1 2
3
4