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
$877M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.78M
3
+$2.25M
4
V icon
Visa
V
+$1.93M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.68M

Top Sells

1
+$4.98M
2
+$1.8M
3
+$966K
4
SOFI icon
SoFi Technologies
SOFI
+$505K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$369K

Sector Composition

1 Technology 25.77%
2 Healthcare 13.98%
3 Industrials 7.62%
4 Financials 4.84%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.47M 1.08%
20,062
27
$8.73M 1%
247,065
+15,774
28
$7.89M 0.9%
77,240
29
$7.44M 0.85%
126,551
30
$6.99M 0.8%
10,482
+17
31
$6.57M 0.75%
39,440
32
$6.45M 0.74%
40,421
33
$5.62M 0.64%
22,917
34
$5.27M 0.6%
41,345
35
$5.08M 0.58%
44,169
36
$4.97M 0.57%
19,992
37
$4.87M 0.56%
82,281
38
$4.41M 0.5%
32,357
39
$4.23M 0.48%
56,724
+4,587
40
$4.19M 0.48%
10,952
-100
41
$4.06M 0.46%
67,012
+2,806
42
$3.92M 0.45%
15,415
43
$3.63M 0.41%
26,815
+279
44
$3.6M 0.41%
40,571
45
$3.56M 0.41%
20,551
46
$3.43M 0.39%
6,831
-488
47
$3.14M 0.36%
33,764
48
$3.07M 0.35%
7,385
+744
49
$3.03M 0.35%
16,927
-2,065
50
$3.02M 0.34%
26,492
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