CCMW

Cypress Capital Management (Wyoming) Portfolio holdings

AUM $108M
1-Year Est. Return 58.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+58.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.4M
AUM Growth
+$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.31M
3
+$1.25M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.22M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$730K

Top Sells

1
+$1.91M
2
+$953K
3
+$845K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$254K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$222K

Sector Composition

1 Technology 21.81%
2 Consumer Staples 13.23%
3 Financials 6.34%
4 Materials 5.56%
5 Energy 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
0
177
– –
0
178
– –
-1,600
179
– –
-300
180
– –
-13,206
181
– –
-60
4 5 6 7
8