CAG
Cypress Advisory Group Portfolio holdings
AUM
$131M
1-Year Est. Return
12.2%
This Fund
S&P 500
1 Year Est. Return
+12.2%
AUM
$131M
AUM Growth
-$5.11M
(-3.8%)
Holding
79
Top Buys
| 1 | +$1.71M | |
| 2 | +$1.11M | |
| 3 | +$983K | |
| 4 |
Steris
STE
|
+$982K |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$915K |
Top Sells
| 1 | +$1.4M | |
| 2 | +$1.29M | |
| 3 | +$1.15M | |
| 4 |
Cigna
CI
|
+$714K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$566K |
Sector Composition
| 1 | Technology | 23.91% |
| 2 | Industrials | 20.94% |
| 3 | Consumer Discretionary | 11.14% |
| 4 | Healthcare | 9.3% |
| 5 | Financials | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Markel Group
MKL
$22.3B
| $228K | 0.17% |
119
+20
|
|
||
77
Amgen
AMGN
$187B
| $216K | 0.16% |
614
|
|
||
78
Autodesk
ADSK
$49.3B
| – | – |
-775
|
|
||
79
Applied Materials
AMAT
$398B
| – | – |
-795
|
|