CFP

Cypress Financial Planning Portfolio holdings

AUM $358M
1-Year Est. Return 12.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.59M
3
+$1.53M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.51M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.36M

Top Sells

1
+$3.8M
2
+$390K
3
+$287K
4
MS icon
Morgan Stanley
MS
+$245K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$225K

Sector Composition

1 Financials 4.08%
2 Technology 1.33%
3 Industrials 0.8%
4 Communication Services 0.65%
5 Consumer Discretionary 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$428K 0.14%
11,253
+281
52
$417K 0.14%
1,440
+13
53
$401K 0.13%
2,261
-5
54
$383K 0.13%
11,653
+77
55
$372K 0.12%
+1,568
56
$368K 0.12%
9,320
+108
57
$366K 0.12%
12,171
58
$362K 0.12%
11,324
-157
59
$361K 0.12%
8,911
-9,625
60
$359K 0.12%
11,625
-980
61
$347K 0.11%
2,181
-2
62
$342K 0.11%
+9,003
63
$332K 0.11%
9,893
-456
64
$323K 0.11%
1,096
-68
65
$323K 0.11%
6,428
-553
66
$315K 0.1%
990
+160
67
$311K 0.1%
3,500
68
$289K 0.09%
2,503
69
$275K 0.09%
7,273
-110
70
$271K 0.09%
1,703
+17
71
$271K 0.09%
12,814
+807
72
$255K 0.08%
2,621
-506
73
$232K 0.08%
1,248
+16
74
$226K 0.07%
5,361
-1,885
75
$223K 0.07%
1,399
1 2
3
4