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
$141M
AUM Growth
-$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.35M
3
+$516K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$405K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$397K

Top Sells

1
+$1.65M
2
+$284K
3
+$246K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$233K
5
VZ icon
Verizon
VZ
+$233K

Sector Composition

1 Financials 4.43%
2 Technology 1.23%
3 Healthcare 0.66%
4 Consumer Discretionary 0.58%
5 Real Estate 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.3M 21.5%
400,214
+30,379
2
$21.2M 15.02%
59,008
+3,767
3
$12.3M 8.73%
91,029
+582
4
$12.1M 8.59%
162,947
-3,820
5
$10.7M 7.62%
295,324
+10,769
6
$7.54M 5.35%
59,316
+3,190
7
$6.33M 4.5%
79,023
+6,437
8
$5M 3.55%
137,015
+3,090
9
$3.78M 2.68%
10,583
+334
10
$3.77M 2.68%
143,812
+11,064
11
$3.29M 2.34%
41,656
-317
12
$2.91M 2.06%
65,363
+5,486
13
$2.02M 1.43%
22,224
14
$1.91M 1.35%
36,235
+7,539
15
$1.04M 0.74%
40,250
-63,726
16
$1.04M 0.74%
7,534
+10
17
$935K 0.66%
3,500
+2
18
$911K 0.65%
38,290
+5,636
19
$821K 0.58%
7,267
+35
20
$725K 0.51%
7,079
-1,181
21
$719K 0.51%
8,249
+954
22
$690K 0.49%
6,575
-2,342
23
$617K 0.44%
1,596
+125
24
$592K 0.42%
12,828
+105
25
$554K 0.39%
4,050
1
2 3