CC

Cypress Capital Portfolio holdings

AUM $351M
1-Year Est. Return 12.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$2.49M
3
+$1.68M
4
CALM icon
Cal-Maine
CALM
+$819K
5
EXEL icon
Exelixis
EXEL
+$718K

Top Sells

1
+$8.88M
2
+$3.48M
3
+$1.96M
4
AVGO icon
Broadcom
AVGO
+$1.37M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.34M

Sector Composition

1 Technology 9.18%
2 Healthcare 4.45%
3 Consumer Discretionary 3.82%
4 Communication Services 3.05%
5 Consumer Staples 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 0.74%
52,068
+8,261
27
$2.53M 0.72%
5,068
-191
28
$2.53M 0.72%
26,209
+208
29
$2.52M 0.72%
10,037
-333
30
$2.48M 0.71%
20,948
-9,602
31
$2.48M 0.71%
8,155
-282
32
$2.44M 0.7%
4,706
-85
33
$2.43M 0.7%
14,627
-467
34
$2.4M 0.69%
15,630
-438
35
$2.35M 0.67%
8,335
-270
36
$2.22M 0.64%
9,123
-59
37
$2.18M 0.63%
19,373
-388
38
$2.14M 0.61%
25,514
-875
39
$2.13M 0.61%
25,214
-813
40
$2.09M 0.6%
46,392
-1,571
41
$2M 0.57%
39,662
-1,221
42
$1.98M 0.57%
14,824
-7,089
43
$1.97M 0.56%
38,852
+2,825
44
$1.77M 0.51%
56,474
-2,364
45
$1.73M 0.49%
23,343
-1,072
46
$1.69M 0.48%
+17,692
47
$1.57M 0.45%
13,829
-134
48
$1.51M 0.43%
18,873
-626
49
$1.49M 0.43%
10,000
50
$1.46M 0.42%
18,318
+10
1
2
3 4