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
$341M
AUM Growth
-$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.99M
3
+$5.34M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.88M
5
AMGN icon
Amgen
AMGN
+$2.24M

Top Sells

1
+$8.91M
2
+$6.02M
3
+$2.59M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.19M
5
VTI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$803K 0.24%
9,039
-378
52
$730K 0.21%
50,129
-7,449
53
$634K 0.19%
9,982
-2,202
54
$624K 0.18%
10,639
-1,609
55
$619K 0.18%
10,483
-1,542
56
$577K 0.17%
7,753
-1,140
57
$485K 0.14%
4,124
-85
58
$428K 0.13%
1,081
-26
59
$403K 0.12%
2,655
60
$385K 0.11%
2,940
61
$373K 0.11%
7,412
+2,885
62
$371K 0.11%
7,515
-112
63
$331K 0.1%
843
+320
64
$328K 0.1%
4,765
-2,599
65
$301K 0.09%
1,869
+478
66
$300K 0.09%
559
+3
67
$288K 0.08%
4,391
+106
68
$287K 0.08%
6,068
69
$283K 0.08%
1,133
-16
70
$279K 0.08%
11,124
71
$277K 0.08%
11,305
+2,749
72
$259K 0.08%
4,524
-1,907
73
$244K 0.07%
6,530
+170
74
$237K 0.07%
12,561
-1,763
75
$230K 0.07%
3,903
+427
1 2
3
4