CFP

Cypress Financial Planning Portfolio holdings

AUM $359M
1-Year Est. Return 11.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.66M
3
+$1.27M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$833K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$764K

Top Sells

1
+$646K
2
+$271K
3
+$163K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$142K
5
VUG icon
Vanguard Growth ETF
VUG
+$127K

Sector Composition

1 Financials 4.05%
2 Technology 1.59%
3 Industrials 0.8%
4 Communication Services 0.71%
5 Consumer Discretionary 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.1M 11.08%
428,989
+15,217
2
$34M 10.44%
50,816
-1,003
3
$27.6M 8.48%
460,231
+27,729
4
$27.2M 8.36%
340,579
+22,412
5
$27.1M 8.32%
452,539
+5,480
6
$23.7M 7.27%
259,011
+8,421
7
$23.5M 7.21%
112,236
-1,341
8
$13.3M 4.1%
196,008
+759
9
$13.1M 4.01%
439,541
+28,438
10
$9.75M 2.99%
179,988
-1,225
11
$9.31M 2.86%
106,685
+3,854
12
$8.61M 2.64%
159,921
+2,565
13
$8.11M 2.49%
37,585
-776
14
$6.44M 1.98%
9,667
-221
15
$6M 1.84%
37,717
+4
16
$4.85M 1.49%
22,803
+2
17
$3.62M 1.11%
54,849
+968
18
$2.26M 0.69%
8,858
+32
19
$2.04M 0.63%
4,093
-2
20
$1.94M 0.6%
16,365
-210
21
$1.89M 0.58%
3,765
+6
22
$1.52M 0.47%
15,727
23
$1.5M 0.46%
6,826
-74
24
$1.47M 0.45%
57,454
+4,360
25
$1.23M 0.38%
10,220
+10
1
2 3 4