CFP
Cypress Financial Planning Portfolio holdings
AUM
$358M
1-Year Est. Return
12.55%
1 Year Est. Return
+12.55%
AUM
$358M
AUM Growth
+$32M
(+9.8%)
Holding
105
Top Buys
| 1 | +$7.08M | |
| 2 | +$6.84M | |
| 3 | +$3.46M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$3.26M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
+$3.25M |
Top Sells
| 1 | +$8.5M | |
| 2 | +$6.08M | |
| 3 | +$291K | |
| 4 |
Verizon
VZ
|
+$265K |
| 5 |
iShares US Real Estate ETF
IYR
|
+$244K |
Sector Composition
| 1 | Financials | 4.37% |
| 2 | Technology | 1.62% |
| 3 | Industrials | 0.72% |
| 4 | Consumer Discretionary | 0.66% |
| 5 | Communication Services | 0.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Innovator US Equity Power Buffer ETF March
PMAR
$618M
| $210K | 0.06% |
4,665
-696
|
|
||
102
Innovator US Equity Buffer ETF January
BJAN
$322M
| $204K | 0.06% |
3,709
-2,607
|
|
||
103
Innovator US Equity Power Buffer ETF April
PAPR
$783M
| – | – |
-5,785
|
|
||
104
Invesco QQQ Trust
QQQ
$409B
| – | – |
0
|
|
||
|
105
Verizon
VZ
$164B
| – | – |
-6,038
|
|