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
$366M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$881K
3
+$772K
4
AAPL icon
Apple
AAPL
+$613K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$570K

Top Sells

1
+$2.48M
2
+$1.45M
3
+$1.16M
4
ETN icon
Eaton
ETN
+$1.13M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$950K

Sector Composition

1 Technology 6.53%
2 Consumer Discretionary 4.03%
3 Healthcare 3.58%
4 Industrials 2.31%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$733K 0.2%
7,571
-121
52
$732K 0.2%
49,023
-1,217
53
$709K 0.19%
4,797
-105
54
$700K 0.19%
7,577
-905
55
$676K 0.18%
9,198
-467
56
$607K 0.17%
9,865
+615
57
$602K 0.16%
2,892
-570
58
$512K 0.14%
2,915
+1,782
59
$506K 0.14%
10,426
+208
60
$482K 0.13%
5,330
+4,690
61
$451K 0.12%
2,520
-135
62
$450K 0.12%
3,874
63
$434K 0.12%
+10,000
64
$412K 0.11%
529
+2
65
$410K 0.11%
853
+1
66
$404K 0.11%
2,680
-201
67
$404K 0.11%
839
-142
68
$390K 0.11%
12,532
+1,330
69
$389K 0.11%
6,993
-522
70
$352K 0.1%
+1,710
71
$324K 0.09%
+1,797
72
$296K 0.08%
610
+10
73
$251K 0.07%
3,076
-1,442
74
$247K 0.07%
11,979
+423
75
$240K 0.07%
3,146
-1,751
1 2
3
4