CFP

Cypress Financial Planning Portfolio holdings

AUM $326M
1-Year Est. Return 9.12%
This Quarter Est. Return
1 Year Est. Return
+9.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$6.35M
2 +$2.44M
3 +$1.39M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.36M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$1.08M

Sector Composition

1 Financials 3.42%
2 Technology 1.31%
3 Industrials 0.99%
4 Consumer Discretionary 0.54%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$200K 0.07%
+1,396
77
-3,418