CFP
Cypress Financial Planning Portfolio holdings
AUM
$358M
1-Year Est. Return
12.64%
This Fund
S&P 500
1 Year Est. Return
+12.64%
AUM
$326M
AUM Growth
+$21.3M
(+7%)
Holding
87
Top Buys
| 1 | +$1.78M | |
| 2 | +$1.66M | |
| 3 | +$1.27M | |
| 4 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$833K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$764K |
Top Sells
| 1 | +$646K | |
| 2 | +$271K | |
| 3 | +$163K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$142K |
| 5 |
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
Procter & Gamble
PG
$368B
| $265K | 0.08% |
1,724
+21
|
|
||
77
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.7B
| $243K | 0.07% |
5,245
+33
|
|
||
78
Broadcom
AVGO
$1.51T
| $242K | 0.07% |
+734
|
|
||
79
Innovator US Equity Power Buffer ETF March
PMAR
$608M
| $235K | 0.07% |
5,361
|
|
||
80
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.79B
| $233K | 0.07% |
2,379
-242
|
|
||
81
Palantir
PLTR
$367B
| $230K | 0.07% |
+1,261
|
|
||
82
Vanguard Value ETF
VTV
$170B
| $223K | 0.07% |
1,194
-21
|
|
||
83
Innovator US Equity Power Buffer ETF April
PAPR
$764M
| $222K | 0.07% |
5,785
|
|
||
84
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.79B
| $219K | 0.07% |
7,245
+136
|
|
||
|
IJUN
85
Innovator International Developed Power Buffer ETF - June
IJUN
$55.4M
| $216K | 0.07% |
7,609
|
|
||
86
Exxon Mobil
XOM
$624B
| $200K | 0.06% |
+1,776
|
|
||
87
Invesco QQQ Trust
QQQ
$400B
| – | – |
0
|
|