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
276
$2.41K ﹤0.01%
+200
277
$2.26K ﹤0.01%
+15
278
$2.25K ﹤0.01%
+57
279
$2.23K ﹤0.01%
+7
280
$2.15K ﹤0.01%
+40
281
$2.12K ﹤0.01%
+176
282
$2.1K ﹤0.01%
+165
283
$2.1K ﹤0.01%
+16
284
$2.09K ﹤0.01%
+7
285
$2.09K ﹤0.01%
+90
286
$2.05K ﹤0.01%
+36
287
$2.02K ﹤0.01%
+15
288
$2.02K ﹤0.01%
+237
289
$2K ﹤0.01%
+51
290
$1.87K ﹤0.01%
+400
291
$1.8K ﹤0.01%
+74
292
$1.79K ﹤0.01%
+15
293
$1.72K ﹤0.01%
+400
294
$1.69K ﹤0.01%
+200
295
$1.66K ﹤0.01%
+48
296
$1.61K ﹤0.01%
+85
297
$1.52K ﹤0.01%
+62
298
$1.44K ﹤0.01%
+39
299
$1.42K ﹤0.01%
+7
300
$1.41K ﹤0.01%
+9
10 11
12
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