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
$164M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.72M
3
+$1.25M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$822K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$787K

Top Sells

1
+$1.7M
2
+$761K
3
+$529K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$494K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$153K

Sector Composition

1 Financials 4.15%
2 Technology 1.29%
3 Healthcare 0.69%
4 Consumer Discretionary 0.45%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.9M 20.04%
408,796
+23,983
2
$25.9M 15.75%
62,691
+3,041
3
$14.7M 8.92%
94,495
+5,073
4
$14.4M 8.79%
316,846
+16,204
5
$11.5M 7.03%
151,264
+22,529
6
$9.31M 5.67%
66,613
+5,109
7
$7.79M 4.74%
94,540
+9,982
8
$6.22M 3.79%
153,248
+12,926
9
$4.26M 2.59%
152,739
+3,025
10
$4.24M 2.58%
10,323
+357
11
$3.63M 2.21%
41,638
-22
12
$3.54M 2.16%
70,368
+3,666
13
$2.84M 1.73%
42,161
+3,027
14
$2.2M 1.34%
22,225
15
$1.28M 0.78%
7,705
-98
16
$1.28M 0.78%
11,614
-768
17
$1.07M 0.65%
11,033
+875
18
$987K 0.6%
3,181
-325
19
$974K 0.59%
39,499
+3,167
20
$818K 0.5%
4,050
21
$797K 0.49%
12,979
-74
22
$794K 0.48%
29,628
-3,436
23
$732K 0.45%
7,148
+52
24
$685K 0.42%
14,168
+657
25
$639K 0.39%
1,314
-16
1
2 3