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
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$531K
2 +$277K
3 +$264K
4
LAND
Gladstone Land Corp
LAND
+$142K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$86K

Sector Composition

1 Technology 7.93%
2 Communication Services 5.09%
3 Healthcare 3.8%
4 Consumer Staples 3.03%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$959K 0.43%
44,158
+625
52
$921K 0.42%
21,172
-373
53
$914K 0.41%
65,506
-2,967
54
$879K 0.4%
7,986
-770
55
$656K 0.3%
2,950
-91
56
$610K 0.28%
14,138
-232
57
$610K 0.28%
9,788
-609
58
$560K 0.25%
37,969
-1,846
59
$447K 0.2%
15,319
-1,164
60
$142K 0.06%
+9,722
61
$86K 0.04%
+230
62
$14K 0.01%
+66
63
$11K 0.01%
+1,196
64
$10K ﹤0.01%
195
-4,086
65
$10K ﹤0.01%
543
-11,313
66
$9K ﹤0.01%
+36
67
$6K ﹤0.01%
+222
68
$6K ﹤0.01%
+153
69
$6K ﹤0.01%
+136
70
$6K ﹤0.01%
+332
71
$4K ﹤0.01%
+51
72
$4K ﹤0.01%
+69
73
$3K ﹤0.01%
+30
74
$3K ﹤0.01%
+16
75
$2K ﹤0.01%
+40