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
$239M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$1.93M
3
+$1.78M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$1.58M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.44M

Top Sells

1
+$590K
2
+$568K
3
+$377K
4
EQIX icon
Equinix
EQIX
+$300K
5
IBM icon
IBM
IBM
+$209K

Sector Composition

1 Financials 3.57%
2 Technology 1.31%
3 Industrials 0.73%
4 Consumer Discretionary 0.53%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.8M 13.59%
60,006
+963
2
$30.4M 12.59%
380,661
-7,112
3
$20.8M 8.62%
421,356
+19,649
4
$20.2M 8.35%
346,591
+120,514
5
$20M 8.26%
258,402
+24,985
6
$16.2M 6.68%
95,691
+9,361
7
$12.6M 5.19%
149,885
+16,139
8
$11.9M 4.92%
206,315
+17,532
9
$8.82M 3.65%
311,827
+63,045
10
$7.77M 3.22%
42,582
-3,234
11
$7.29M 3.02%
166,702
+5,218
12
$6.33M 2.62%
87,171
+19,760
13
$6.09M 2.52%
11,196
+1,889
14
$3.9M 1.61%
40,080
-698
15
$2.91M 1.2%
22,240
+15
16
$2.01M 0.83%
37,556
+12,753
17
$1.67M 0.69%
7,917
-31
18
$1.51M 0.63%
3,721
+848
19
$1.43M 0.59%
13,437
+64
20
$1.41M 0.58%
3,009
+1,138
21
$1.27M 0.53%
6,571
-733
22
$1.09M 0.45%
43,792
-7,212
23
$1.06M 0.44%
9,930
-796
24
$858K 0.35%
12,848
-132
25
$796K 0.33%
12,437
+2,157
1
2 3