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
$221M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Sells

1 +$5.48M
2 +$3.48M
3 +$2.78M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$2.28M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.82M

Sector Composition

1 Technology 7.1%
2 Communication Services 3.66%
3 Healthcare 2.86%
4 Consumer Discretionary 2.8%
5 Industrials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$678K 0.31%
8,919
-1,810
52
$658K 0.3%
6,524
-724
53
$639K 0.29%
10,640
-5,000
54
$617K 0.28%
11,326
+677
55
$616K 0.28%
12,879
-2,124
56
$609K 0.28%
13,442
+827
57
$548K 0.25%
4,093
+101
58
$481K 0.22%
13,796
+1,275
59
$450K 0.2%
2,624
+117
60
$419K 0.19%
1,152
+59
61
$396K 0.18%
4,526
-1,811
62
$370K 0.17%
4,294
+314
63
$335K 0.15%
19,381
-2,606
64
$152K 0.07%
110,820
-15,316
65
-19,467
66
-21,994
67
-36,229
68
-6,313
69
-17,260
70
-8,693
71
-20,352