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
326
$948 ﹤0.01%
+6
327
$934 ﹤0.01%
+200
328
$908 ﹤0.01%
+54
329
$905 ﹤0.01%
+100
330
$893 ﹤0.01%
+720
331
$892 ﹤0.01%
+13
332
$838 ﹤0.01%
+26
333
$798 ﹤0.01%
+600
334
$777 ﹤0.01%
+35
335
$741 ﹤0.01%
+70
336
$730 ﹤0.01%
+46
337
$687 ﹤0.01%
+13
338
$682 ﹤0.01%
+27
339
$665 ﹤0.01%
+30
340
$651 ﹤0.01%
+185
341
$645 ﹤0.01%
+20
342
$636 ﹤0.01%
+36
343
$625 ﹤0.01%
+500
344
$602 ﹤0.01%
+45
345
$586 ﹤0.01%
+55
346
$566 ﹤0.01%
+50
347
$553 ﹤0.01%
+100
348
$518 ﹤0.01%
+25
349
$492 ﹤0.01%
+100
350
$488 ﹤0.01%
+9
12 13
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