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
$240M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$3.49M
3 +$2.42M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$931K
5
HD icon
Home Depot
HD
+$740K

Top Sells

1 +$5.46M
2 +$1.91M
3 +$1.61M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$684K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$633K

Sector Composition

1 Technology 7.61%
2 Communication Services 3.29%
3 Consumer Discretionary 2.97%
4 Healthcare 2.76%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$668K 0.28%
6,298
+515
52
$667K 0.28%
9,744
+857
53
$667K 0.28%
28,158
+3,379
54
$663K 0.28%
5,968
+602
55
$662K 0.28%
20,352
+1,869
56
$634K 0.26%
12,258
+1,690
57
$612K 0.26%
10,729
+1,215
58
$602K 0.25%
12,615
+1,279
59
$574K 0.24%
+10,649
60
$551K 0.23%
6,337
-81
61
$522K 0.22%
12,521
+2,776
62
$471K 0.2%
3,992
+309
63
$417K 0.17%
1,093
+83
64
$412K 0.17%
21,987
-716
65
$396K 0.17%
2,507
+249
66
$335K 0.14%
3,980
+482
67
$320K 0.13%
126,136
-3,872
68
$306K 0.13%
6,313
69
$303K 0.13%
17,260
70
-195,616
71
-28,298
72
-1,883
73
-675