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
$320M
AUM Growth
+$786K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$2.18M
3
+$2M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.04M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$785K

Top Sells

1
+$2.62M
2
+$2.58M
3
+$2.32M
4
MCD icon
McDonald's
MCD
+$2.28M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Sector Composition

1 Technology 6.29%
2 Healthcare 3.86%
3 Industrials 3.16%
4 Communication Services 2.62%
5 Consumer Staples 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$502K 0.16%
8,652
-1,314
52
$463K 0.14%
4,224
+100
53
$400K 0.13%
1,387
-6,336
54
$390K 0.12%
2,605
-93
55
$386K 0.12%
6,431
56
$382K 0.12%
7,627
-1,798
57
$334K 0.1%
4,929
-1,178
58
$320K 0.1%
8,029
-1,893
59
$295K 0.09%
5,890
-15
60
$290K 0.09%
6,068
61
$261K 0.08%
11,026
-2,438
62
$228K 0.07%
14,273
+472
63
$228K 0.07%
2,563
64
$202K 0.06%
847
65
$158K 0.05%
+7,056
66
$134K 0.04%
+631
67
$127K 0.04%
350
-735
68
$121K 0.04%
+584
69
$90.7K 0.03%
+1,883
70
$85K 0.03%
+5,635
71
$42.2K 0.01%
+1,691
72
$26.4K 0.01%
+950
73
$21.8K 0.01%
340
-40,200
74
$20.7K 0.01%
200
-2,540
75
– –
-9,468
1 2
3
4