CAM

Cypress Asset Management Portfolio holdings

AUM $440M
1-Year Est. Return 22.19%
This Quarter Est. Return
1 Year Est. Return
+22.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.31M
3
+$1.29M
4
GLD icon
SPDR Gold Trust
GLD
+$1.19M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.11M

Top Sells

1
+$17.7M
2
+$4.04M
3
+$3.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M
5
NOW icon
ServiceNow
NOW
+$2.98M

Sector Composition

1 Technology 20.14%
2 Healthcare 16.94%
3 Consumer Discretionary 14.73%
4 Financials 13.75%
5 Consumer Staples 12.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$534K 0.17%
+15,350
102
$495K 0.15%
12,570
-150
103
$489K 0.15%
4,325
+300
104
$469K 0.15%
4,650
105
$467K 0.15%
16,300
+3,000
106
$449K 0.14%
8,075
107
$387K 0.12%
+3,190
108
$358K 0.11%
+1,235
109
$354K 0.11%
1,956
+25
110
$345K 0.11%
2,495
-5,310
111
$345K 0.11%
+5,380
112
$340K 0.11%
7,358
113
$340K 0.11%
5,828
-1,602
114
$285K 0.09%
8,300
-8,548
115
$284K 0.09%
1,674
-60
116
$268K 0.08%
9,589
117
$265K 0.08%
2,590
-39,460
118
$265K 0.08%
225
+10
119
$257K 0.08%
1,200
120
$243K 0.08%
10,106
-1
121
$233K 0.07%
4,250
122
$232K 0.07%
1,620
123
$229K 0.07%
1,550
124
$227K 0.07%
1,325
125
$215K 0.07%
+1,365
2 3 4
5
6