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
$240M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$3.49M
3
+$2.42M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$931K
5
HD icon
Home Depot
HD
+$740K

Top Sells

1
+$5.46M
2
+$1.91M
3
+$1.61M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$684K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$633K

Sector Composition

1 Technology 7.61%
2 Communication Services 3.29%
3 Consumer Discretionary 2.97%
4 Healthcare 2.76%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.6%
22,134
+910
27
$1.36M 0.57%
17,007
+978
28
$1.33M 0.55%
61,010
-6,738
29
$1.33M 0.55%
26,055
-13,441
30
$1.24M 0.52%
19,467
-6,713
31
$1.15M 0.48%
15,770
-1,137
32
$1.09M 0.45%
24,885
-455
33
$1.02M 0.43%
8,693
+11
34
$938K 0.39%
15,640
35
$815K 0.34%
29,043
-2,369
36
$810K 0.34%
7,609
+442
37
$805K 0.34%
15,003
+1,087
38
$793K 0.33%
7,248
+586
39
$750K 0.31%
5,554
+432
40
$741K 0.31%
3,901
+283
41
$740K 0.31%
+3,856
42
$733K 0.31%
7,049
+530
43
$728K 0.3%
40,700
+5,230
44
$719K 0.3%
17,989
+1,889
45
$707K 0.29%
17,536
+1,229
46
$683K 0.28%
4,884
+470
47
$680K 0.28%
5,547
+516
48
$674K 0.28%
5,438
+496
49
$669K 0.28%
8,301
+732
50
$669K 0.28%
12,567
+1,245
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