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
$366M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$881K
3
+$772K
4
AAPL icon
Apple
AAPL
+$613K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$570K

Top Sells

1
+$2.48M
2
+$1.45M
3
+$1.16M
4
ETN icon
Eaton
ETN
+$1.13M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$950K

Sector Composition

1 Technology 6.53%
2 Consumer Discretionary 4.03%
3 Healthcare 3.58%
4 Industrials 2.31%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 0.72%
15,501
-4,388
27
$2.57M 0.7%
19,410
-10,970
28
$2.45M 0.67%
15,104
-1,190
29
$2.44M 0.67%
12,694
-383
30
$2.41M 0.66%
5,739
-72
31
$2.36M 0.64%
12,350
-2,816
32
$2.33M 0.64%
8,196
-216
33
$2.31M 0.63%
5,080
-153
34
$2.22M 0.61%
24,255
-1,325
35
$2.21M 0.61%
51,087
-2,134
36
$2.21M 0.6%
7,826
-616
37
$1.96M 0.54%
28,025
-253
38
$1.91M 0.52%
12,843
-158
39
$1.82M 0.5%
33,647
+30
40
$1.82M 0.5%
11,938
-1,059
41
$1.49M 0.41%
46,724
+17,578
42
$1.32M 0.36%
17,011
-1,679
43
$1.24M 0.34%
41,056
-1,214
44
$1.17M 0.32%
23,564
+17,719
45
$1.11M 0.3%
34,250
+14,441
46
$1.11M 0.3%
16,865
-463
47
$993K 0.27%
2,007
-150
48
$830K 0.23%
10,228
-311
49
$794K 0.22%
4,878
+2,192
50
$772K 0.21%
+10,000
1
2
3 4