CFP

Cypress Financial Planning Portfolio holdings

AUM $358M
1-Year Est. Return 12.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.59M
3
+$1.53M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.51M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.36M

Top Sells

1
+$3.8M
2
+$390K
3
+$287K
4
MS icon
Morgan Stanley
MS
+$245K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$225K

Sector Composition

1 Financials 4.08%
2 Technology 1.33%
3 Industrials 0.8%
4 Communication Services 0.65%
5 Consumer Discretionary 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$222K 0.07%
+5,212
77
$216K 0.07%
+5,785
78
$215K 0.07%
1,215
79
$215K 0.07%
7,109
+82
80
$211K 0.07%
+7,609
81
– –
-22,247
82
– –
-6,665
83
– –
-5,112
84
– –
0
85
– –
-548
86
– –
-1,727
1 2 3
4