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
$221M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Sells

1 +$5.48M
2 +$3.48M
3 +$2.78M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$2.28M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.82M

Sector Composition

1 Technology 7.1%
2 Communication Services 3.66%
3 Healthcare 2.86%
4 Consumer Discretionary 2.8%
5 Industrials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.14M 0.52%
13,910
-1,860
27
$1.11M 0.5%
53,588
-7,422
28
$1.08M 0.49%
26,754
-3,649
29
$1M 0.45%
28,894
-3,918
30
$893K 0.4%
8,296
+687
31
$892K 0.4%
21,927
-2,958
32
$864K 0.39%
6,183
+215
33
$836K 0.38%
4,026
+125
34
$831K 0.38%
+10,389
35
$811K 0.37%
3,901
+45
36
$800K 0.36%
7,297
+248
37
$785K 0.35%
18,569
+580
38
$775K 0.35%
41,260
+560
39
$766K 0.35%
25,645
-3,398
40
$762K 0.34%
5,783
+229
41
$756K 0.34%
6,587
+289
42
$753K 0.34%
5,648
+210
43
$753K 0.34%
5,743
+196
44
$752K 0.34%
18,298
+762
45
$750K 0.34%
29,623
+1,465
46
$728K 0.33%
8,736
+435
47
$712K 0.32%
5,110
+226
48
$697K 0.31%
13,181
+614
49
$688K 0.31%
10,316
+572
50
$680K 0.31%
12,952
+694