CFP

Cypress Financial Planning Portfolio holdings

AUM $358M
1-Year Est. Return 12.55%
This Quarter Est. Return
1 Year Est. Return
+12.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$6.84M
3
+$3.46M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.26M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.25M

Top Sells

1
+$8.5M
2
+$6.08M
3
+$291K
4
VZ icon
Verizon
VZ
+$265K
5
IYR icon
iShares US Real Estate ETF
IYR
+$244K

Sector Composition

1 Financials 4.37%
2 Technology 1.62%
3 Industrials 0.72%
4 Consumer Discretionary 0.66%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INOV icon
76
Innovator International Developed Power Buffer ETF November
INOV
$49.3M
$339K 0.09%
+9,798
POCT icon
77
Innovator US Equity Power Buffer ETF October
POCT
$1.12B
$338K 0.09%
7,672
-3,657
IBM icon
78
IBM
IBM
$286B
$333K 0.09%
1,102
+3
TSLA icon
79
Tesla
TSLA
$1.46T
$332K 0.09%
730
+13
IYR icon
80
iShares US Real Estate ETF
IYR
$4.45B
$331K 0.09%
3,497
-2,578
XLF icon
81
State Street Financial Select Sector SPDR ETF
XLF
$53.6B
$324K 0.09%
5,876
-154,045
DFEV icon
82
Dimensional Emerging Markets Value ETF
DFEV
$1.35B
$309K 0.09%
+9,159
IJUL icon
83
Innovator International Developed Power Buffer ETF July
IJUL
$217M
$309K 0.09%
9,212
-2,077
IDEV icon
84
iShares Core MSCI International Developed Markets ETF
IDEV
$25.4B
$299K 0.08%
+3,627
PDEC icon
85
Innovator US Equity Power Buffer ETF December
PDEC
$1.04B
$298K 0.08%
6,837
-6,678
UNH icon
86
UnitedHealth
UNH
$300B
$298K 0.08%
896
+33
XOM icon
87
Exxon Mobil
XOM
$548B
$295K 0.08%
2,442
+666
ABBV icon
88
AbbVie
ABBV
$379B
$291K 0.08%
1,268
+9
EA icon
89
Electronic Arts
EA
$51.1B
$287K 0.08%
1,404
+5
PMAY icon
90
Innovator US Equity Power Buffer ETF May
PMAY
$613M
$286K 0.08%
7,216
-20
PBNV
91
PGIM US Large-Cap Buffer 20 ETF - November
PBNV
$24.3M
$263K 0.07%
+8,938
SPSB icon
92
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.47B
$262K 0.07%
8,689
+1,444
SCHH icon
93
Schwab US REIT ETF
SCHH
$9.17B
$252K 0.07%
11,979
-1,475
VBK icon
94
Vanguard Small-Cap Growth ETF
VBK
$22.2B
$251K 0.07%
+825
SPSM icon
95
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.1B
$243K 0.07%
5,119
-126
PLTR icon
96
Palantir
PLTR
$407B
$228K 0.06%
1,261
AVGO icon
97
Broadcom
AVGO
$1.67T
$224K 0.06%
640
-94
IJUN
98
Innovator International Developed Power Buffer ETF - June
IJUN
$56.5M
$223K 0.06%
7,609
JNK icon
99
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.7B
$221K 0.06%
2,271
-108
PG icon
100
Procter & Gamble
PG
$338B
$219K 0.06%
1,521
-203
1 2 3
4
5