CFP

Cypress Financial Planning Portfolio holdings

AUM $358M
1-Year Est. Return 12.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.59M
3
+$1.53M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.51M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.36M

Top Sells

1
+$3.8M
2
+$390K
3
+$287K
4
MS icon
Morgan Stanley
MS
+$245K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$225K

Sector Composition

1 Financials 4.08%
2 Technology 1.33%
3 Industrials 0.8%
4 Communication Services 0.65%
5 Consumer Discretionary 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.3M 11.2%
413,772
+16,381
2
$32.2M 10.5%
51,819
+1,544
3
$25.9M 8.44%
432,502
+25,193
4
$25.5M 8.32%
447,059
+9,709
5
$25.3M 8.25%
318,167
+19,956
6
$22.3M 7.28%
250,590
+10,874
7
$21.9M 7.14%
113,577
+7,915
8
$12.5M 4.07%
195,249
+6,644
9
$12M 3.93%
411,103
+25,015
10
$8.96M 2.92%
181,213
+2,530
11
$8.58M 2.8%
102,831
-999
12
$8.24M 2.69%
157,356
+5,880
13
$7.85M 2.56%
38,361
-1,099
14
$6.11M 1.99%
9,888
-40
15
$5.31M 1.73%
37,713
-1,738
16
$4.85M 1.58%
+22,801
17
$3.23M 1.06%
53,881
+4,429
18
$1.9M 0.62%
4,095
+33
19
$1.83M 0.6%
3,759
+19
20
$1.81M 0.59%
16,575
+1,639
21
$1.81M 0.59%
8,826
+30
22
$1.51M 0.49%
6,900
-52
23
$1.51M 0.49%
15,727
-791
24
$1.37M 0.45%
10,210
-940
25
$1.35M 0.44%
53,094
+1,188
1
2 3 4