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
$877M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.78M
3
+$2.25M
4
V icon
Visa
V
+$1.93M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.68M

Top Sells

1
+$4.98M
2
+$1.8M
3
+$966K
4
SOFI icon
SoFi Technologies
SOFI
+$505K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$369K

Sector Composition

1 Technology 25.77%
2 Healthcare 13.98%
3 Industrials 7.62%
4 Financials 4.84%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.91M 0.33%
20,730
52
$2.62M 0.3%
10,126
+883
53
$2.45M 0.28%
41,437
+154
54
$2.41M 0.28%
36,250
+2,570
55
$2.4M 0.27%
13,098
+108
56
$2.38M 0.27%
8,895
+972
57
$2.35M 0.27%
14,378
+1,612
58
$2.35M 0.27%
13,507
+1,484
59
$2.34M 0.27%
13,527
+873
60
$2.32M 0.26%
10,721
+8,905
61
$2.31M 0.26%
7,549
62
$2.29M 0.26%
7,821
63
$2.28M 0.26%
4,783
+1,780
64
$2.28M 0.26%
24,944
+480
65
$2.28M 0.26%
10,636
+363
66
$2.26M 0.26%
15,640
-1,800
67
$2.23M 0.25%
25,932
+3,006
68
$2.13M 0.24%
10,222
+602
69
$2.12M 0.24%
12,407
+1,936
70
$2.06M 0.23%
22,390
71
$1.98M 0.23%
14,948
-2,197
72
$1.94M 0.22%
6,634
+348
73
$1.93M 0.22%
39,067
74
$1.89M 0.22%
16,253
-236
75
$1.88M 0.21%
12,674
+2,103
1 2
3
4 5