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
$350M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.6M
3
+$2.42M
4
XOM icon
Exxon Mobil
XOM
+$1.59M
5
LEN icon
Lennar Class A
LEN
+$1.28M

Top Sells

1
+$5.42M
2
+$5.27M
3
+$4.97M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$4.23M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.08M

Sector Composition

1 Technology 6.19%
2 Consumer Discretionary 4.14%
3 Healthcare 3.36%
4 Communication Services 2.85%
5 Consumer Staples 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 0.72%
5,196
+32
27
$2.51M 0.72%
25,279
+272
28
$2.5M 0.72%
10,133
-228
29
$2.48M 0.71%
26,807
-1,169
30
$2.38M 0.68%
8,215
-65
31
$2.35M 0.67%
25,807
+240
32
$2.28M 0.65%
14,838
+28
33
$2.2M 0.63%
8,439
+301
34
$2.14M 0.61%
57,024
+1,539
35
$2.1M 0.6%
11,020
-631
36
$2M 0.57%
18,639
+14,765
37
$1.97M 0.56%
4,670
-252
38
$1.76M 0.5%
13,982
-238
39
$1.7M 0.49%
35,138
-3,229
40
$1.58M 0.45%
31,829
-2,207
41
$1.28M 0.36%
+9,662
42
$1.27M 0.36%
16,268
-642
43
$1.11M 0.32%
33,905
-2,043
44
$1.06M 0.3%
10,000
45
$1.05M 0.3%
+16,074
46
$1.01M 0.29%
24,724
+6,795
47
$972K 0.28%
7,235
-1,593
48
$964K 0.28%
+26,400
49
$961K 0.27%
+19,775
50
$922K 0.26%
13,672
-892
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2
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