CC

Cypress Capital Portfolio holdings

AUM $357M
1-Year Est. Return 12.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
+$7.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$2.67M
3
+$1.96M
4
SCHW icon
Charles Schwab
SCHW
+$1.08M
5
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$931K

Top Sells

1
+$7.74M
2
+$603K
3
+$593K
4
XOM icon
Exxon Mobil
XOM
+$452K
5
BMY icon
Bristol-Myers Squibb
BMY
+$402K

Sector Composition

1 Technology 9.56%
2 Healthcare 4.71%
3 Consumer Discretionary 3.57%
4 Communication Services 3.04%
5 Consumer Staples 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
26
Alphabet (Google) Class C
GOOG
$3.64T
$2.69M 0.75%
8,572
-551
HD icon
27
Home Depot
HD
$360B
$2.64M 0.74%
7,675
+104
MRK icon
28
Merck
MRK
$287B
$2.64M 0.74%
25,081
-433
LRCX icon
29
Lam Research
LRCX
$268B
$2.55M 0.71%
14,896
+72
QCOM icon
30
Qualcomm
QCOM
$146B
$2.54M 0.71%
14,844
+217
MCD icon
31
McDonald's
MCD
$233B
$2.54M 0.71%
8,307
+152
LMT icon
32
Lockheed Martin
LMT
$151B
$2.49M 0.7%
5,157
+89
PULS icon
33
PGIM Ultra Short Bond ETF
PULS
$14B
$2.48M 0.69%
49,979
-2,089
IEF icon
34
iShares 7-10 Year Treasury Bond ETF
IEF
$47.9B
$2.46M 0.69%
25,615
-594
LOW icon
35
Lowe's Companies
LOW
$143B
$2.42M 0.68%
10,018
-19
ETN icon
36
Eaton
ETN
$138B
$2.35M 0.66%
7,369
+119
MSFT icon
37
Microsoft
MSFT
$3.05T
$2.32M 0.65%
4,794
+88
NTAP icon
38
NetApp
NTAP
$20.2B
$2.26M 0.63%
21,109
+161
PG icon
39
Procter & Gamble
PG
$358B
$2.26M 0.63%
15,741
+111
BMY icon
40
Bristol-Myers Squibb
BMY
$124B
$2.05M 0.57%
38,042
-8,350
VTIP icon
41
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.1B
$1.97M 0.55%
39,748
+896
XOM icon
42
Exxon Mobil
XOM
$628B
$1.86M 0.52%
15,473
-3,900
NXT icon
43
Nextpower Inc
NXT
$15.4B
$1.86M 0.52%
21,326
-2,017
SBUX icon
44
Starbucks
SBUX
$112B
$1.77M 0.5%
21,040
-4,174
TPR icon
45
Tapestry
TPR
$30.3B
$1.65M 0.46%
12,912
-917
SHOP icon
46
Shopify
SHOP
$176B
$1.61M 0.45%
10,000
GIS icon
47
General Mills
GIS
$23.2B
$1.49M 0.42%
32,136
-7,526
FOXA icon
48
Fox Class A
FOXA
$25B
$1.46M 0.41%
19,953
-1,078
VCSH icon
49
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
$1.46M 0.41%
18,271
-47
NVDA icon
50
NVIDIA
NVDA
$4.46T
$1.34M 0.37%
7,171
+97
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