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
$277M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$1.25M
3
+$1.08M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$419K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$330K

Top Sells

1
+$2.89M
2
+$1.25M
3
+$383K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$370K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$321K

Sector Composition

1 Financials 3.88%
2 Technology 1.38%
3 Industrials 0.8%
4 Communication Services 0.58%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.5M 11.6%
397,391
-1,824
2
$28.2M 10.08%
50,275
-5,147
3
$24.2M 8.64%
407,309
+4,356
4
$23.5M 8.4%
298,211
+5,311
5
$22.2M 7.94%
437,350
-24,675
6
$21.7M 7.75%
239,716
+11,888
7
$18.2M 6.5%
105,662
+7,242
8
$11.7M 4.16%
188,605
-5,983
9
$11.1M 3.98%
386,088
+6,951
10
$8.09M 2.89%
178,683
+1,177
11
$7.85M 2.8%
103,830
-571
12
$7.65M 2.73%
39,460
-1,175
13
$7.55M 2.69%
+151,476
14
$5.55M 1.98%
9,928
-684
15
$4.6M 1.64%
39,451
+3
16
$3.8M 1.36%
22,247
17
$2.67M 0.95%
49,452
+4,208
18
$1.99M 0.71%
3,740
-2
19
$1.95M 0.7%
8,796
-309
20
$1.81M 0.65%
4,062
+3
21
$1.58M 0.56%
16,518
-58
22
$1.56M 0.56%
14,936
+427
23
$1.32M 0.47%
6,952
+223
24
$1.31M 0.47%
51,906
+1,577
25
$1.04M 0.37%
1,115
+44
1
2 3 4