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
$270M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$2.44M
3
+$1.39M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.36M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$1.08M

Top Sells

1
+$2.08M
2
+$626K
3
+$390K
4
BND icon
Vanguard Total Bond Market
BND
+$246K
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$204K

Sector Composition

1 Financials 3.42%
2 Technology 1.31%
3 Industrials 0.99%
4 Consumer Discretionary 0.54%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.9M 12.15%
392,296
+11,635
2
$32.5M 12.03%
56,392
-3,614
3
$23.4M 8.64%
386,957
+40,366
4
$22.7M 8.38%
429,181
+7,825
5
$21.6M 7.97%
271,414
+13,012
6
$21M 7.75%
215,102
+65,217
7
$18.5M 6.84%
101,603
+5,912
8
$12.3M 4.55%
196,335
-9,980
9
$10.6M 3.91%
359,173
+47,346
10
$8.32M 3.07%
173,801
+7,099
11
$8.16M 3.02%
104,594
+17,423
12
$8.04M 2.97%
40,615
-1,967
13
$6.22M 2.3%
10,843
-353
14
$4.11M 1.52%
39,435
-645
15
$3.12M 1.15%
22,244
+4
16
$2.71M 1%
47,159
+9,603
17
$2.27M 0.84%
3,891
+882
18
$1.9M 0.7%
8,173
+256
19
$1.71M 0.63%
3,726
+5
20
$1.59M 0.59%
13,632
+195
21
$1.24M 0.46%
3,224
+1,847
22
$1.23M 0.45%
6,598
+27
23
$1.15M 0.42%
44,506
+714
24
$1.03M 0.38%
26,719
+12,827
25
$1.01M 0.37%
8,923
-1,007
1
2 3 4