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
301
$1.38K ﹤0.01%
+43
302
$1.35K ﹤0.01%
+114
303
$1.34K ﹤0.01%
+22
304
$1.34K ﹤0.01%
+575
305
$1.33K ﹤0.01%
+150
306
$1.29K ﹤0.01%
+50
307
$1.26K ﹤0.01%
+8
308
$1.25K ﹤0.01%
+500
309
$1.22K ﹤0.01%
+12
310
$1.22K ﹤0.01%
+8
311
$1.22K ﹤0.01%
+23
312
$1.2K ﹤0.01%
+80
313
$1.19K ﹤0.01%
+220
314
$1.19K ﹤0.01%
+201
315
$1.19K ﹤0.01%
+401
316
$1.18K ﹤0.01%
+178
317
$1.13K ﹤0.01%
+20
318
$1.12K ﹤0.01%
+42
319
$1.12K ﹤0.01%
+13
320
$1.11K ﹤0.01%
+119
321
$1.09K ﹤0.01%
+55
322
$1.09K ﹤0.01%
+50
323
$1.09K ﹤0.01%
+100
324
$1.08K ﹤0.01%
+400
325
$996 ﹤0.01%
+25
11 12
13
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