CC
Cypress Capital Portfolio holdings
AUM
$344M
This Quarter Return
+1.5%
1 Year Return
+9.1%
3 Year Return
+28.16%
5 Year Return
+47.4%
10 Year Return
–
AUM
$398M
AUM Growth
+$398M
(+8.9%)
Cap. Flow
+$30M
Cap. Flow
% of AUM
7.52%
Top 10 Holdings %
Top 10 Hldgs %
67.06%
Holding
392
New
314
Increased
39
Reduced
33
Closed
3
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$24.7M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$12.6M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$10.4M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$5.45M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$3.1M |
Top Sells
Sector Composition
| 1 | Technology | 7.67% |
| 2 | Consumer Discretionary | 3.39% |
| 3 | Healthcare | 3.34% |
| 4 | Industrials | 2.18% |
| 5 | Consumer Staples | 1.91% |
