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
$702M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$1.62M
3
+$1.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$750K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$709K

Top Sells

1
+$3.16M
2
+$2.96M
3
+$1.4M
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$794K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$702K

Sector Composition

1 Technology 22.55%
2 Healthcare 14.81%
3 Industrials 8.54%
4 Financials 4.57%
5 Communication Services 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.22M 0.32%
28,842
+1,356
52
$2.22M 0.32%
24,307
+424
53
$2.2M 0.31%
41,928
-1,411
54
$2.16M 0.31%
22,497
+983
55
$2.12M 0.3%
11,624
+713
56
$2.11M 0.3%
12,658
+204
57
$2.11M 0.3%
10,712
+88
58
$2.05M 0.29%
8,314
+45
59
$2.05M 0.29%
11,531
+514
60
$2.04M 0.29%
90,541
61
$2.03M 0.29%
26,892
-211
62
$1.96M 0.28%
5,177
+394
63
$1.96M 0.28%
13,627
+362
64
$1.95M 0.28%
7,099
+91
65
$1.93M 0.28%
38,086
+1,547
66
$1.87M 0.27%
13,236
67
$1.84M 0.26%
16,840
-1,880
68
$1.84M 0.26%
18,921
69
$1.79M 0.26%
14,034
+184
70
$1.79M 0.25%
10,236
+702
71
$1.78M 0.25%
12,585
-30
72
$1.77M 0.25%
14,091
+914
73
$1.77M 0.25%
36,490
+1,690
74
$1.74M 0.25%
53,202
-707
75
$1.74M 0.25%
6,792
+533
1 2
3
4 5