CFP

Cypress Financial Planning Portfolio holdings

AUM $326M
1-Year Est. Return 9.12%
This Quarter Est. Return
1 Year Est. Return
+9.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$20.9M
3
+$13M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$12.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.28%
2 Technology 1.23%
3 Healthcare 0.73%
4 Consumer Discretionary 0.53%
5 Real Estate 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.6M 20.28%
+369,835
2
$20.9M 14.35%
+55,241
3
$13M 8.89%
+90,447
4
$12.7M 8.72%
+166,767
5
$11.6M 7.96%
+284,555
6
$7.36M 5.04%
+56,126
7
$6.61M 4.53%
+72,586
8
$5.58M 3.82%
+133,925
9
$3.87M 2.65%
+10,249
10
$3.59M 2.46%
+132,748
11
$3.19M 2.19%
+41,973
12
$2.9M 1.99%
+103,976
13
$2.85M 1.96%
+59,877
14
$2.1M 1.44%
+22,224
15
$1.69M 1.16%
+28,696
16
$1.03M 0.71%
+7,524
17
$1.02M 0.7%
+8,917
18
$955K 0.65%
+3,498
19
$909K 0.62%
+8,260
20
$788K 0.54%
+32,654
21
$768K 0.53%
+7,232
22
$717K 0.49%
+4,050
23
$674K 0.46%
+7,295
24
$672K 0.46%
+12,723
25
$632K 0.43%
+1,471
1
2 3