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
$341M
AUM Growth
-$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.99M
3
+$5.34M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.88M
5
AMGN icon
Amgen
AMGN
+$2.24M

Top Sells

1
+$8.91M
2
+$6.02M
3
+$2.59M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.19M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.1M

Sector Composition

1 Technology 6.87%
2 Healthcare 3.82%
3 Consumer Discretionary 3.66%
4 Industrials 2.99%
5 Consumer Staples 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 0.67%
5,327
-254
27
$2.24M 0.66%
24,544
+10,141
28
$2.24M 0.66%
+8,325
29
$2.22M 0.65%
15,251
-638
30
$2.18M 0.64%
19,613
+202
31
$2.13M 0.62%
15,147
+63
32
$2.11M 0.62%
47,090
+681
33
$2.09M 0.61%
13,109
-2,060
34
$2.08M 0.61%
7,887
-499
35
$2.02M 0.59%
4,941
-191
36
$2M 0.59%
12,582
+170
37
$1.98M 0.58%
12,687
+161
38
$1.89M 0.55%
32,493
-598
39
$1.88M 0.55%
5,939
-1,645
40
$1.77M 0.52%
27,617
+895
41
$1.69M 0.49%
12,800
-1,694
42
$1.63M 0.48%
49,208
+1,788
43
$1.49M 0.44%
19,812
-795
44
$1.22M 0.36%
51,594
-26,919
45
$1.08M 0.32%
2,151
-789
46
$1.08M 0.32%
41,985
-6,157
47
$1.01M 0.29%
7,812
+206
48
$958K 0.28%
5,845
-85
49
$903K 0.26%
9,468
50
$819K 0.24%
17,265
-1,349
1
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3 4