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
$273M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.57M
3
+$1.53M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.13M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$928K

Top Sells

1
+$605K
2
+$571K
3
+$387K
4
VFH icon
Vanguard Financials ETF
VFH
+$219K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$208K

Sector Composition

1 Financials 3.98%
2 Technology 1.47%
3 Industrials 0.87%
4 Consumer Discretionary 0.7%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.6M 11.97%
55,422
-970
2
$32M 11.76%
399,215
+6,919
3
$23.4M 8.58%
402,953
+15,996
4
$22.8M 8.38%
292,900
+21,486
5
$22.1M 8.11%
462,025
+32,844
6
$20.3M 7.45%
227,828
+12,726
7
$18.7M 6.86%
98,420
-3,183
8
$11.9M 4.38%
194,588
-1,747
9
$10.9M 3.99%
379,137
+19,964
10
$7.96M 2.92%
40,635
+20
11
$7.82M 2.87%
177,506
+3,705
12
$7.34M 2.69%
104,401
-193
13
$6.22M 2.28%
10,612
-231
14
$4.96M 1.82%
39,448
+13
15
$3.85M 1.41%
22,247
+3
16
$2.36M 0.87%
45,244
-1,915
17
$2.28M 0.84%
9,105
+932
18
$1.97M 0.72%
4,059
+168
19
$1.7M 0.62%
3,742
+16
20
$1.67M 0.61%
14,509
+877
21
$1.53M 0.56%
+16,576
22
$1.48M 0.54%
6,729
+131
23
$1.32M 0.49%
3,223
-1
24
$1.27M 0.47%
50,329
+5,823
25
$1.01M 0.37%
25,871
-848
1
2 3 4