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
$359M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.43M
3
+$1.11M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$1.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.04M

Top Sells

1
+$586K
2
+$424K
3
+$417K
4
UAN icon
CVR Partners
UAN
+$344K
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$338K

Sector Composition

1 Financials 3.73%
2 Technology 1.46%
3 Consumer Discretionary 0.75%
4 Industrials 0.7%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJUL icon
76
Innovator International Developed Power Buffer ETF July
IJUL
$196M
$303K 0.08%
8,971
-241
SPSB icon
77
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$9.91B
$295K 0.08%
9,795
+1,106
ABBV icon
78
AbbVie
ABBV
$369B
$286K 0.08%
1,315
+47
EA icon
79
Electronic Arts
EA
$51B
$286K 0.08%
1,401
-3
TSLA icon
80
Tesla
TSLA
$1.5T
$285K 0.08%
767
+37
QCOM icon
81
Qualcomm
QCOM
$145B
$285K 0.08%
2,212
+23
BURL icon
82
Burlington
BURL
$21.8B
$282K 0.08%
+866
IBM icon
83
IBM
IBM
$238B
$272K 0.08%
1,122
+20
SCHH icon
84
Schwab US REIT ETF
SCHH
$9.99B
$268K 0.07%
12,461
+482
IJAN icon
85
Innovator International Developed Power Buffer ETF January
IJAN
$269M
$263K 0.07%
+7,255
SHOP icon
86
Shopify
SHOP
$171B
$263K 0.07%
2,215
PBNV
87
PGIM US Large-Cap Buffer 20 ETF - November
PBNV
$27.2M
$258K 0.07%
8,938
PG icon
88
Procter & Gamble
PG
$341B
$254K 0.07%
1,759
+238
UNH icon
89
UnitedHealth
UNH
$295B
$253K 0.07%
933
+37
PJUL icon
90
Innovator US Equity Power Buffer ETF July
PJUL
$1B
$251K 0.07%
5,454
-5,339
IFEB icon
91
Innovator International Developed Power Buffer ETF February
IFEB
$85.2M
$246K 0.07%
+8,255
CAVA icon
92
CAVA Group
CAVA
$11B
$243K 0.07%
+3,000
PDEC icon
93
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
$242K 0.07%
5,697
-1,140
SPSM icon
94
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.1B
$241K 0.07%
4,988
-131
JNK icon
95
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.04B
$233K 0.06%
2,430
+159
IJUN
96
Innovator International Developed Power Buffer ETF - June
IJUN
$46.6M
$224K 0.06%
7,609
AVGO icon
97
Broadcom
AVGO
$1.92T
$216K 0.06%
697
+57
PLTR icon
98
Palantir
PLTR
$350B
$206K 0.06%
1,410
+149
PNOV icon
99
Innovator US Equity Power Buffer ETF November
PNOV
$948M
$205K 0.06%
5,029
-4,849
BJAN icon
100
Innovator US Equity Buffer ETF January
BJAN
$377M
– –
-3,709
1 2 3
4
5