CC
Cypress Capital Portfolio holdings
AUM
$344M
1-Year Return
9.1%
This Quarter Return
-1.91%
1 Year Return
+9.1%
3 Year Return
+28.16%
5 Year Return
+47.4%
10 Year Return
–
AUM
$341M
AUM Growth
-$6.77M
(-1.9%)
Cap. Flow
+$632K
Cap. Flow
% of AUM
0.19%
Top 10 Holdings %
Top 10 Hldgs %
68.16%
Holding
88
New
3
Increased
25
Reduced
45
Closed
6
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$11M |
| 2 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$6.99M |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$5.34M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.88M |
| 5 |
Amgen
AMGN
|
$2.24M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$8.91M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$6.02M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$2.59M |
| 4 |
Johnson & Johnson
JNJ
|
$2.19M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$2.1M |
Sector Composition
| 1 | Technology | 6.87% |
| 2 | Healthcare | 3.82% |
| 3 | Consumer Discretionary | 3.66% |
| 4 | Industrials | 2.99% |
| 5 | Consumer Staples | 1.97% |
