CC

Cypress Capital Portfolio holdings

AUM $357M
1-Year Est. Return 12.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
-$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$3.35M
3
+$1.88M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.83M
5
MDT icon
Medtronic
MDT
+$1.02M

Top Sells

1
+$23.5M
2
+$9.61M
3
+$9.09M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.57M
5
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$1.12M

Sector Composition

1 Technology 8.57%
2 Consumer Discretionary 4.03%
3 Healthcare 4.01%
4 Consumer Staples 2.93%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.72%
26,001
-246
27
$2.49M 0.72%
14,112
-198
28
$2.47M 0.72%
8,437
-33
29
$2.44M 0.71%
5,259
-109
30
$2.4M 0.7%
15,094
-199
31
$2.4M 0.7%
8,605
-4
32
$2.38M 0.69%
26,027
-337
33
$2.38M 0.69%
4,791
+126
34
$2.3M 0.67%
10,370
-130
35
$2.22M 0.64%
47,963
-104
36
$2.18M 0.63%
43,807
+13,189
37
$2.13M 0.62%
21,913
+351
38
$2.13M 0.62%
19,761
+150
39
$2.12M 0.62%
40,883
-295
40
$2.1M 0.61%
58,838
-1,889
41
$2.09M 0.61%
26,389
-34
42
$1.81M 0.53%
36,027
+562
43
$1.77M 0.51%
19,499
+470
44
$1.63M 0.47%
9,182
-1,111
45
$1.46M 0.42%
18,308
+1,113
46
$1.33M 0.39%
24,415
-442
47
$1.23M 0.36%
13,963
-1,090
48
$1.2M 0.35%
21,400
+155
49
$1.17M 0.34%
10,575
-47
50
$1.16M 0.34%
7,363
+45
1
2
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