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
351
$467 ﹤0.01%
+65
352
$466 ﹤0.01%
+200
353
$442 ﹤0.01%
+100
354
$432 ﹤0.01%
+200
355
$430 ﹤0.01%
+5
356
$425 ﹤0.01%
+16
357
$415 ﹤0.01%
+19
358
$389 ﹤0.01%
+2
359
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+400
360
$324 ﹤0.01%
+300
361
$322 ﹤0.01%
+33
362
$312 ﹤0.01%
+200
363
$268 ﹤0.01%
+7
364
$264 ﹤0.01%
+25
365
$260 ﹤0.01%
+40
366
$243 ﹤0.01%
+146
367
$208 ﹤0.01%
+50
368
$193 ﹤0.01%
+20
369
$181 ﹤0.01%
+8
370
$166 ﹤0.01%
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371
$157 ﹤0.01%
+4
372
$152 ﹤0.01%
+14
373
$147 ﹤0.01%
+10
374
$125 ﹤0.01%
+7
375
$95 ﹤0.01%
+5
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