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
$398M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$12.6M
3
+$10.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.45M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.1M

Top Sells

1
+$19.4M
2
+$13.1M
3
+$12.9M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.52M
5
ABBV icon
AbbVie
ABBV
+$787K

Sector Composition

1 Technology 7.67%
2 Consumer Discretionary 3.39%
3 Healthcare 3.34%
4 Industrials 2.18%
5 Consumer Staples 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$987K 0.25%
7,986
+2,656
52
$981K 0.25%
1,084
+555
53
$926K 0.23%
1,819
-188
54
$884K 0.22%
1,768
+915
55
$835K 0.21%
25,902
+13,370
56
$753K 0.19%
13,364
+6,371
57
$703K 0.18%
9,262
-966
58
$697K 0.18%
7,593
+16
59
$688K 0.17%
3,479
+564
60
$661K 0.17%
10,000
61
$619K 0.16%
44,375
-4,648
62
$615K 0.15%
6,856
-715
63
$605K 0.15%
1,200
+590
64
$588K 0.15%
+11,753
65
$565K 0.14%
+11,470
66
$485K 0.12%
2,660
-20
67
$477K 0.12%
10,000
68
$463K 0.12%
2,655
+135
69
$451K 0.11%
1,694
+847
70
$429K 0.11%
+3,362
71
$427K 0.11%
9,434
-992
72
$349K 0.09%
1,624
-86
73
$341K 0.09%
+6,374
74
$293K 0.07%
2,010
-2,787
75
$288K 0.07%
+3,964
1 2
3
4 5