CFP
Cypress Financial Planning Portfolio holdings
AUM $277M
AUM
$277M
AUM Growth
+$4.7M (+2%)
Cap. Flow
+$6.29M
Cap. Flow % of AUM
2.27%
Top 10 Holdings %Top 10 Hldgs %
72.69%
Holding
84
New
4
Increased
35
Reduced
35
Closed
4
Top Buys
| 1 | $7.55M | |
| 2 | $1.25M | |
| 3 | $1.08M | |
| 4 | $419K | |
| 5 | $330K |
Top Sells
| 1 | $2.89M | |
| 2 | $1.25M | |
| 3 | $383K | |
| 4 | $370K | |
| 5 | $228K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $212K | 0.08% | 7,027 +158 | +2% | +$4.76K | |||
| $210K | 0.07% | 1,215 -1 | -0.1% | -$173 | |||
| $205K | 0.07% | 1,727 | New | +$205K | |||
| $202K | 0.07% | 1,399 | – | – | |||
| $0 | 0% | 0 -1,800 | Closed | – | |||
| $0 | 0% | 0 -9,237 | Closed | – | |||
| $0 | 0% | 0 -4,010 | Closed | – | |||
| $0 | 0% | 0 -6,539 | Closed | – | |||
| $0 | 0% | 0 | – | – |
