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
$273M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.57M
3
+$1.53M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.13M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$928K

Top Sells

1
+$605K
2
+$571K
3
+$387K
4
VFH icon
Vanguard Financials ETF
VFH
+$219K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$208K

Sector Composition

1 Financials 3.98%
2 Technology 1.47%
3 Industrials 0.87%
4 Consumer Discretionary 0.7%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K 0.08%
1,216
-85
77
$205K 0.08%
6,869
+85
78
$205K 0.08%
1,399
+3
79
$203K 0.07%
1,800
80
– –
-6,132
81
– –
-3,723
82
– –
-4,567
83
– –
-1,992
1 2 3
4