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
376
$79 ﹤0.01%
+10
377
$75 ﹤0.01%
+2
378
$69 ﹤0.01%
+8
379
$65 ﹤0.01%
+10
380
$54 ﹤0.01%
+10
381
$45 ﹤0.01%
+6
382
$44 ﹤0.01%
+1
383
$42 ﹤0.01%
+2
384
$41 ﹤0.01%
+1
385
$41 ﹤0.01%
+2
386
$18 ﹤0.01%
+20
387
$14 ﹤0.01%
+12
388
$5 ﹤0.01%
+1
389
$3 ﹤0.01%
+1
390
-3,146
391
-3,076
392
-2,892