CFP

Cypress Financial Planning Portfolio holdings

AUM $359M
1-Year Est. Return 11.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.66M
3
+$1.27M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$833K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$764K

Top Sells

1
+$646K
2
+$271K
3
+$163K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$142K
5
VUG icon
Vanguard Growth ETF
VUG
+$127K

Sector Composition

1 Financials 4.05%
2 Technology 1.59%
3 Industrials 0.8%
4 Communication Services 0.71%
5 Consumer Discretionary 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$265K 0.08%
1,724
+21
77
$243K 0.07%
5,245
+33
78
$242K 0.07%
+734
79
$235K 0.07%
5,361
80
$233K 0.07%
2,379
-242
81
$230K 0.07%
+1,261
82
$223K 0.07%
1,194
-21
83
$222K 0.07%
5,785
84
$219K 0.07%
7,245
+136
85
$216K 0.07%
7,609
86
$200K 0.06%
+1,776
87
– –
0
1 2 3
4