CFP
Cypress Financial Planning Portfolio holdings
AUM
$304M
This Quarter Return
+6.71%
1 Year Return
+11.35%
3 Year Return
+32.46%
5 Year Return
–
10 Year Return
–
AUM
$270M
AUM Growth
+$270M
(+13%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
6.05%
Top 10 Holdings %
Top 10 Hldgs %
75.28%
Holding
77
New
9
Increased
43
Reduced
23
Closed
1
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$6.35M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$2.44M |
| 3 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$1.39M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.36M |
| 5 |
Vanguard Extended Market ETF
VXF
|
$1.08M |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Electronic Arts
EA
$42.9B
| $200K | 0.07% |
+1,396
| New | +$200K |
|
77
Vanguard Total Bond Market
BND
$133B
| – | – |
-3,418
| Closed | -$246K |
|