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
$218M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$12.3M
3
+$11.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.76M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.63M

Top Sells

1
+$434K
2
+$278K
3
+$77.3K
4
LUNR icon
Intuitive Machines
LUNR
+$22.5K
5
VFH icon
Vanguard Financials ETF
VFH
+$17.6K

Sector Composition

1 Financials 3.65%
2 Technology 1.25%
3 Consumer Discretionary 0.6%
4 Industrials 0.54%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.2M 14.28%
387,773
+94,818
2
$31M 14.2%
59,043
+21,553
3
$20.2M 9.22%
401,707
+174,523
4
$18M 8.25%
233,417
+159,294
5
$15.1M 6.92%
86,330
+28,562
6
$13.2M 6.05%
+226,077
7
$11.6M 5.29%
133,746
+54,970
8
$11M 5.01%
188,783
+82,786
9
$8.37M 3.83%
45,816
-2,379
10
$7.22M 3.3%
248,782
+195,455
11
$6.75M 3.09%
161,484
+74,820
12
$5M 2.29%
67,411
+63,721
13
$4.87M 2.23%
9,307
+96
14
$3.84M 1.76%
+40,778
15
$2.91M 1.33%
+22,225
16
$1.48M 0.68%
+13,373
17
$1.36M 0.62%
7,948
+1,006
18
$1.32M 0.6%
7,304
+5,691
19
$1.29M 0.59%
51,004
+1,962
20
$1.28M 0.59%
+24,803
21
$1.21M 0.55%
2,873
+525
22
$1.17M 0.53%
10,726
-2,550
23
$874K 0.4%
+12,980
24
$851K 0.39%
1,871
+190
25
$802K 0.37%
+1,907
1
2 3