CFP
Cypress Financial Planning Portfolio holdings
AUM
$326M
1-Year Est. Return
9.12%
1 Year Est. Return
+9.12%
AUM
$304M
AUM Growth
+$27.2M
(+9.8%)
Holding
86
Top Buys
| 1 | +$4.85M | |
| 2 | +$1.59M | |
| 3 | +$1.53M | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.51M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.36M |
Top Sells
| 1 | +$3.8M | |
| 2 | +$390K | |
| 3 | +$287K | |
| 4 |
Morgan Stanley
MS
|
+$245K |
| 5 |
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
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
| $222K | 0.07% |
+5,212
|
|
||
77
Innovator US Equity Power Buffer ETF April
PAPR
$824M
| $216K | 0.07% |
+5,785
|
|
||
78
Vanguard Value ETF
VTV
$147B
| $215K | 0.07% |
1,215
|
|
||
79
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.94B
| $215K | 0.07% |
7,109
+82
|
|
||
|
IJUN
80
Innovator International Developed Power Buffer ETF - June
IJUN
$70M
| $211K | 0.07% |
+7,609
|
|
||
81
Exxon Mobil
XOM
$479B
| – | – |
-1,727
|
|
||
82
UnitedHealth
UNH
$323B
| – | – |
-548
|
|
||
83
Invesco QQQ Trust
QQQ
$384B
| – | – |
0
|
|
||
84
Innovator US Equity Power Buffer ETF January
PJAN
$1.23B
| – | – |
-5,112
|
|
||
85
Innovator International Developed Power Buffer ETF January
IJAN
$170M
| – | – |
-6,665
|
|
||
|
DFS
86
DELISTED
Discover Financial Services
DFS
| – | – |
-22,247
|
|