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
$398M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$12.6M
3
+$10.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.45M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.1M

Top Sells

1
+$19.4M
2
+$13.1M
3
+$12.9M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.52M
5
ABBV icon
AbbVie
ABBV
+$787K

Sector Composition

1 Technology 7.67%
2 Consumer Discretionary 3.39%
3 Healthcare 3.34%
4 Industrials 2.18%
5 Consumer Staples 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 0.65%
7,503
-16
27
$2.58M 0.65%
8,252
+56
28
$2.58M 0.65%
11,688
29
$2.49M 0.63%
15,127
+23
30
$2.39M 0.6%
5,125
+45
31
$2.35M 0.59%
47,038
+147
32
$2.34M 0.59%
72,696
+469
33
$2.16M 0.54%
12,514
+164
34
$2.1M 0.53%
11,524
-1,170
35
$2.09M 0.52%
11,381
-557
36
$2.08M 0.52%
53,230
+2,143
37
$2.08M 0.52%
12,967
+8,089
38
$2.03M 0.51%
7,973
+147
39
$1.92M 0.48%
24,630
+375
40
$1.81M 0.45%
28,555
+530
41
$1.78M 0.45%
13,012
+169
42
$1.65M 0.41%
33,934
-270,274
43
$1.45M 0.36%
34,881
+1,234
44
$1.42M 0.36%
22,190
+12,325
45
$1.38M 0.35%
18,484
+9,286
46
$1.33M 0.33%
17,227
+216
47
$1.3M 0.33%
37,108
-3,948
48
$1.09M 0.27%
22,020
-1,544
49
$1.05M 0.26%
9,099
+5,225
50
$1.02M 0.26%
15,141
-1,724
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