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
$388M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1 +$8.77M
2 +$8.19M
3 +$3.11M
4
PTRB icon
PGIM Total Return Bond ETF
PTRB
+$768K
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$598K

Top Sells

1 +$9.98M
2 +$5.61M
3 +$4.14M
4
AAPL icon
Apple
AAPL
+$3.51M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.85M

Sector Composition

1 Technology 7.18%
2 Consumer Discretionary 3.98%
3 Healthcare 3.26%
4 Industrials 2.4%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
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380
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381
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382
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383
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388
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389
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390
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391
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392
-300