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
$348M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$3.19M
3
+$2.59M
4
MCD icon
McDonald's
MCD
+$2.5M
5
LMT icon
Lockheed Martin
LMT
+$2.36M

Top Sells

1
+$2.31M
2
+$2.15M
3
+$1.69M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$959K
5
VTI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$922K 0.27%
18,614
+52
52
$878K 0.25%
+9,417
53
$846K 0.24%
+8,893
54
$808K 0.23%
12,184
+214
55
$772K 0.22%
12,248
+21
56
$679K 0.2%
12,025
-4
57
$546K 0.16%
7,364
+36
58
$451K 0.13%
4,209
-15
59
$435K 0.13%
1,107
+757
60
$419K 0.12%
+2,655
61
$392K 0.11%
7,627
62
$377K 0.11%
6,431
63
$352K 0.1%
2,940
+2,740
64
$301K 0.09%
1,149
+565
65
$289K 0.08%
6,068
66
$286K 0.08%
11,124
+98
67
$279K 0.08%
4,285
-4,367
68
$261K 0.08%
+556
69
$250K 0.07%
14,324
+51
70
$246K 0.07%
+6,360
71
$236K 0.07%
1,391
-1,214
72
$236K 0.07%
4,527
+2,644
73
$227K 0.07%
3,476
-1,453
74
$216K 0.06%
8,556
+1,500
75
$213K 0.06%
5,280
-2,749
1 2
3
4