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
$173M
AUM Growth
-$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$1.66M
3
+$890K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$862K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$746K

Top Sells

1
+$1.53M
2
+$1.14M
3
+$308K
4
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$241K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$206K

Sector Composition

1 Financials 3.63%
2 Technology 1.23%
3 Healthcare 0.68%
4 Consumer Discretionary 0.53%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.1M 18.91%
435,491
+9,812
2
$25.4M 14.52%
59,184
-3,567
3
$16.1M 9.22%
214,728
+41,976
4
$15.6M 8.91%
356,768
+38,015
5
$13.6M 7.79%
87,765
-7,358
6
$10.9M 6.24%
76,238
+6,209
7
$8.63M 4.93%
114,052
+8,473
8
$6.02M 3.44%
153,628
-2,950
9
$5.3M 3.03%
195,952
+31,855
10
$4.19M 2.39%
9,801
-301
11
$4.01M 2.29%
80,922
+3,241
12
$3.34M 1.91%
40,898
-619
13
$3.12M 1.78%
48,464
-906
14
$1.93M 1.1%
22,225
15
$1.28M 0.73%
7,486
-97
16
$1.27M 0.72%
12,429
+1,094
17
$1.16M 0.67%
12,340
+1,136
18
$1.15M 0.66%
47,020
+6,302
19
$1.01M 0.58%
2,895
-250
20
$913K 0.52%
7,179
+26
21
$859K 0.49%
4,050
22
$738K 0.42%
12,731
+43
23
$646K 0.37%
14,774
+2,874
24
$611K 0.35%
17,991
+177
25
$608K 0.35%
1,925
1
2 3