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
$238M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$1.75M
3
+$1.65M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$574K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$539K

Top Sells

1
+$1.86M
2
+$1M
3
+$831K
4
VIAB
Viacom Inc. Class B
VIAB
+$568K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$444K

Sector Composition

1 Technology 6.92%
2 Communication Services 4.14%
3 Healthcare 3.13%
4 Consumer Discretionary 2.27%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.56%
16,876
-926
27
$1.29M 0.54%
77,589
+3,162
28
$1.09M 0.46%
25,637
-1,455
29
$1.02M 0.43%
9,416
+582
30
$1.01M 0.43%
15,762
+1,046
31
$986K 0.41%
11,367
+413
32
$983K 0.41%
12,137
-700
33
$979K 0.41%
7,841
+223
34
$973K 0.41%
6,729
+275
35
$965K 0.41%
12,996
+632
36
$965K 0.41%
32,687
+1,230
37
$962K 0.4%
19,272
-1,005
38
$936K 0.39%
7,293
+346
39
$933K 0.39%
9,851
+479
40
$919K 0.39%
4,209
+71
41
$910K 0.38%
20,238
+676
42
$908K 0.38%
7,581
+319
43
$905K 0.38%
14,814
+576
44
$895K 0.38%
11,737
+564
45
$893K 0.38%
14,925
+1,001
46
$891K 0.37%
6,522
+276
47
$855K 0.36%
5,860
+329
48
$850K 0.36%
6,179
+212
49
$825K 0.35%
6,436
+373
50
$796K 0.33%
14,856
+664
1
2
3