CC
Cypress Capital Portfolio holdings
AUM
$344M
This Quarter Return
+2.98%
1 Year Return
+9.1%
3 Year Return
+28.16%
5 Year Return
+47.4%
10 Year Return
–
AUM
$348M
AUM Growth
+$348M
(+8.8%)
Cap. Flow
+$20.5M
Cap. Flow
% of AUM
5.89%
Top 10 Holdings %
Top 10 Hldgs %
71.99%
Holding
90
New
16
Increased
43
Reduced
20
Closed
5
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$5.85M |
| 2 |
Broadcom
AVGO
|
$3.19M |
| 3 |
Home Depot
HD
|
$2.59M |
| 4 |
McDonald's
MCD
|
$2.5M |
| 5 |
Lockheed Martin
LMT
|
$2.36M |
Top Sells
| 1 |
PepsiCo
PEP
|
$2.31M |
| 2 |
RTX Corp
RTX
|
$2.15M |
| 3 |
Verizon
VZ
|
$1.69M |
| 4 |
Real Estate Select Sector SPDR Fund
XLRE
|
$959K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$778K |
Sector Composition
| 1 | Technology | 7.55% |
| 2 | Healthcare | 3.99% |
| 3 | Consumer Discretionary | 3.56% |
| 4 | Industrials | 3.08% |
| 5 | Consumer Staples | 2.43% |
