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
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$531K
2 +$277K
3 +$264K
4
LAND
Gladstone Land Corp
LAND
+$142K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$86K

Sector Composition

1 Technology 7.93%
2 Communication Services 5.09%
3 Healthcare 3.8%
4 Consumer Staples 3.03%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.31M 0.59%
16,319
-294
27
$1.3M 0.59%
8,128
-197
28
$1.3M 0.59%
9,369
-211
29
$1.28M 0.58%
8,785
-98
30
$1.25M 0.56%
8,173
-2,351
31
$1.24M 0.56%
7,553
-1,563
32
$1.23M 0.56%
5,466
+1,234
33
$1.21M 0.55%
16,919
-37
34
$1.2M 0.54%
4,526
-86
35
$1.2M 0.54%
6,899
-939
36
$1.2M 0.54%
8,060
-41
37
$1.16M 0.53%
7,372
-17
38
$1.15M 0.52%
19,618
-161
39
$1.15M 0.52%
18,530
-204
40
$1.15M 0.52%
31,399
+14,526
41
$1.14M 0.52%
5,306
-20
42
$1.11M 0.5%
14,222
-14
43
$1.09M 0.5%
14,194
-219
44
$1.07M 0.49%
18,275
-17
45
$1.05M 0.48%
7,778
46
$1.04M 0.47%
44,702
-725
47
$1.03M 0.47%
8,590
+72
48
$1.01M 0.46%
27,534
-1,523
49
$972K 0.44%
5,508
-233
50
$963K 0.44%
19,322
+397