CFP
Cypress Financial Planning Portfolio holdings
AUM
$359M
1-Year Est. Return
11.07%
This Fund
S&P 500
1 Year Est. Return
+11.07%
AUM
$359M
AUM Growth
+$1.12M
(+0.31%)
Holding
110
Top Buys
| 1 | +$2.01M | |
| 2 | +$1.43M | |
| 3 | +$1.11M | |
| 4 |
Vanguard Extended Market ETF
VXF
|
+$1.07M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.04M |
Top Sells
| 1 | +$586K | |
| 2 | +$424K | |
| 3 | +$417K | |
| 4 |
CVR Partners
UAN
|
+$344K |
| 5 |
Innovator US Equity Power Buffer ETF October
POCT
|
+$338K |
Sector Composition
| 1 | Financials | 3.73% |
| 2 | Technology | 1.46% |
| 3 | Consumer Discretionary | 0.75% |
| 4 | Industrials | 0.7% |
| 5 | Communication Services | 0.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Core MSCI International Developed Markets ETF
IDEV
$29.7B
| – | – |
-3,627
|
|
||
102
Innovator US Equity Power Buffer ETF August
PAUG
$884M
| – | – |
-9,778
|
|
||
103
Innovator US Equity Power Buffer ETF February
PFEB
$906M
| – | – |
-10,224
|
|
||
104
Innovator US Equity Power Buffer ETF March
PMAR
$722M
| – | – |
-4,665
|
|
||
105
Innovator US Equity Power Buffer ETF May
PMAY
$599M
| – | – |
-7,216
|
|
||
|
106
Innovator US Equity Power Buffer ETF October
POCT
$1.08B
| – | – |
-7,672
|
|
||
107
Invesco QQQ Trust
QQQ
$420B
| – | – |
0
|
|
||
|
108
CVR Partners
UAN
$1.3B
| – | – |
-3,500
|
|
||
109
Vanguard Small-Cap Growth ETF
VBK
$22.4B
| – | – |
-825
|
|
||
110
State Street Financial Select Sector SPDR ETF
XLF
$51.7B
| – | – |
-5,876
|
|