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CFP
Cypress Financial Planning Portfolio holdings
AUM
$413M
1-Year Est. Return
13.08%
This Fund
S&P 500
This Quarter
Est. Return
-11.57%
1 Year Est. Return
+13.08%
3 Year Est. Return
+37.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$154M
Cap. Flow
% of AUM
105.8%
Top 10 Holdings %
Top 10 Hldgs %
78.71%
Holding
54
New
54
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$30.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$22.7M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$13.8M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$12.8M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$12.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 4.28% |
| 2 | Technology | 1.23% |
| 3 | Healthcare | 0.73% |
| 4 | Consumer Discretionary | 0.53% |
| 5 | Real Estate | 0.5% |
Similar funds
LCM
CW
VCP
OWA
TCCM
SWC
SP
MIA
Cypress Financial Planning's Q2 2022 Portfolio in Review
Q2 2022 is the first quarter with a 13F filing on record for Cypress Financial Planning, which disclosed 54 positions worth $146M. Its ten largest holdings account for 79% of the portfolio.
Its largest position is Vanguard Intermediate-Term Corporate Bond ETF: 369,835 shares worth $29.6M.
By sector, the portfolio is most concentrated in Financials at 4.3% of assets, followed by Technology and Healthcare.
- Cypress Financial Planning's largest Q2 2022 buy was Vanguard Intermediate-Term Corporate Bond ETF: 369,835 shares worth $29.6M.
- Cypress Financial Planning's ten largest holdings make up 79% of its $146M portfolio in Q2 2022.
- Cypress Financial Planning disclosed 54 positions in Q2 2022, its first 13F filing on record.
Based on Cypress Financial Planning's 13F filing for Q2 2022, filed 20 Jul 2022.