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
251
$3.7K ﹤0.01%
+120
252
$3.68K ﹤0.01%
+319
253
$3.63K ﹤0.01%
+16
254
$3.54K ﹤0.01%
+150
255
$3.49K ﹤0.01%
+180
256
$3.46K ﹤0.01%
+6
257
$3.42K ﹤0.01%
+37
258
$3.34K ﹤0.01%
+66
259
$3.34K ﹤0.01%
+175
260
$3.19K ﹤0.01%
+105
261
$3.17K ﹤0.01%
+148
262
$3.06K ﹤0.01%
+263
263
$2.95K ﹤0.01%
+700
264
$2.92K ﹤0.01%
+20
265
$2.91K ﹤0.01%
+220
266
$2.77K ﹤0.01%
+20
267
$2.77K ﹤0.01%
+6
268
$2.71K ﹤0.01%
+5
269
$2.57K ﹤0.01%
+10
270
$2.56K ﹤0.01%
+133
271
$2.55K ﹤0.01%
+199
272
$2.5K ﹤0.01%
+850
273
$2.42K ﹤0.01%
+20
274
$2.42K ﹤0.01%
+16
275
$2.41K ﹤0.01%
+35
9 10
11
12 13