CC

Cypress Capital Portfolio holdings

AUM $344M
1-Year Est. Return 9.1%
This Quarter Est. Return
1 Year Est. Return
+9.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$12.6M
3
+$10.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.45M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.1M

Top Sells

1
+$19.4M
2
+$13.1M
3
+$12.9M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.52M
5
ABBV icon
AbbVie
ABBV
+$787K

Sector Composition

1 Technology 7.67%
2 Consumer Discretionary 3.39%
3 Healthcare 3.34%
4 Industrials 2.18%
5 Consumer Staples 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.99K ﹤0.01%
+325
227
$4.99K ﹤0.01%
+104
228
$4.96K ﹤0.01%
+60
229
$4.95K ﹤0.01%
+120
230
$4.93K ﹤0.01%
+285
231
$4.91K ﹤0.01%
+95
232
$4.74K ﹤0.01%
+100
233
$4.74K ﹤0.01%
+80
234
$4.62K ﹤0.01%
+110
235
$4.61K ﹤0.01%
+78
236
$4.59K ﹤0.01%
+50
237
$4.54K ﹤0.01%
+160
238
$4.52K ﹤0.01%
+200
239
$4.52K ﹤0.01%
+120
240
$4.32K ﹤0.01%
+439
241
$4.28K ﹤0.01%
+14
242
$4.25K ﹤0.01%
+185
243
$4.21K ﹤0.01%
+15
244
$4.13K ﹤0.01%
+500
245
$4.08K ﹤0.01%
+65
246
$4.06K ﹤0.01%
+450
247
$3.92K ﹤0.01%
+509
248
$3.9K ﹤0.01%
+17
249
$3.87K ﹤0.01%
+107
250
$3.83K ﹤0.01%
+768
8 9
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