CFP

Cypress Financial Planning Portfolio holdings

AUM $359M
1-Year Est. Return 11.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.66M
3
+$1.27M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$833K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$764K

Top Sells

1
+$646K
2
+$271K
3
+$163K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$142K
5
VUG icon
Vanguard Growth ETF
VUG
+$127K

Sector Composition

1 Financials 4.05%
2 Technology 1.59%
3 Industrials 0.8%
4 Communication Services 0.71%
5 Consumer Discretionary 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$457K 0.14%
1,449
+9
52
$441K 0.14%
11,123
-130
53
$427K 0.13%
13,399
+1,774
54
$397K 0.12%
11,609
-44
55
$387K 0.12%
9,047
+136
56
$386K 0.12%
1,518
-50
57
$382K 0.12%
9,310
-10
58
$378K 0.12%
12,171
59
$373K 0.11%
1,937
+1
60
$369K 0.11%
11,289
-35
61
$364K 0.11%
2,185
+4
62
$358K 0.11%
9,029
+26
63
$342K 0.11%
+6,732
64
$336K 0.1%
9,907
+14
65
$335K 0.1%
6,316
-112
66
$329K 0.1%
2,215
-288
67
$319K 0.1%
717
-273
68
$315K 0.1%
3,500
69
$310K 0.1%
1,099
+3
70
$298K 0.09%
+863
71
$291K 0.09%
1,259
+11
72
$290K 0.09%
13,454
+640
73
$282K 0.09%
1,399
74
$281K 0.09%
7,236
-37
75
$265K 0.08%
+6,038
1 2
3
4