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
$277M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$1.25M
3
+$1.08M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$419K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$330K

Top Sells

1
+$2.89M
2
+$1.25M
3
+$383K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$370K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$321K

Sector Composition

1 Financials 3.88%
2 Technology 1.38%
3 Industrials 0.8%
4 Communication Services 0.58%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.08%
7,027
+158
77
$210K 0.07%
1,215
-1
78
$205K 0.07%
+1,727
79
$202K 0.07%
1,399
80
– –
0
81
– –
-6,539
82
– –
-4,010
83
– –
-9,237
84
– –
-1,800
1 2 3
4