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
$347M
AUM Growth
-$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$1.78M
3
+$1.69M
4
LRCX icon
Lam Research
LRCX
+$1.57M
5
NTAP icon
NetApp
NTAP
+$1.13M

Top Sells

1
+$8.22M
2
+$3.32M
3
+$1.76M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$695K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$501K

Sector Composition

1 Technology 6.59%
2 Healthcare 4.17%
3 Consumer Discretionary 4.09%
4 Consumer Staples 2.98%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HPQ icon
51
HP
HPQ
$26.3B
$884K 0.25%
31,932
-1,973
KFY icon
52
Korn Ferry
KFY
$3.67B
$865K 0.25%
12,749
-923
PTRB icon
53
PGIM Total Return Bond ETF
PTRB
$556M
$814K 0.23%
19,494
-5,230
UNH icon
54
UnitedHealth
UNH
$331B
$798K 0.23%
1,524
-138
NVDA icon
55
NVIDIA
NVDA
$4.41T
$793K 0.23%
7,318
+83
ALSN icon
56
Allison Transmission
ALSN
$6.9B
$759K 0.22%
7,936
-516
TGNA icon
57
TEGNA Inc
TGNA
$3.22B
$691K 0.2%
37,932
-2,510
SCHD icon
58
Schwab US Dividend Equity ETF
SCHD
$70.8B
$679K 0.2%
24,280
-703
MBB icon
59
iShares MBS ETF
MBB
$41.8B
$659K 0.19%
7,030
-168
IVV icon
60
iShares Core S&P 500 ETF
IVV
$666B
$553K 0.16%
985
MDY icon
61
SPDR S&P MidCap 400 ETF Trust
MDY
$24.1B
$533K 0.15%
+999
GLD icon
62
SPDR Gold Trust
GLD
$131B
$497K 0.14%
1,725
+45
OMC icon
63
Omnicom Group
OMC
$15.2B
$490K 0.14%
5,905
-362
IWD icon
64
iShares Russell 1000 Value ETF
IWD
$65.1B
$474K 0.14%
2,520
META icon
65
Meta Platforms (Facebook)
META
$1.84T
$467K 0.13%
810
+103
BRK.B icon
66
Berkshire Hathaway Class B
BRK.B
$1.06T
$432K 0.12%
811
-36
LLY icon
67
Eli Lilly
LLY
$717B
$420K 0.12%
509
-73
CRM icon
68
Salesforce
CRM
$251B
$310K 0.09%
+1,156
IONS icon
69
Ionis Pharmaceuticals
IONS
$11.4B
$302K 0.09%
10,000
RSP icon
70
Invesco S&P 500 Equal Weight ETF
RSP
$75B
$291K 0.08%
+1,680
AMZN icon
71
Amazon
AMZN
$2.37T
$287K 0.08%
1,509
-86
VOO icon
72
Vanguard S&P 500 ETF
VOO
$764B
$277K 0.08%
+540
TSLA icon
73
Tesla
TSLA
$1.47T
$236K 0.07%
911
-659
T icon
74
AT&T
T
$186B
$229K 0.07%
8,099
-1,771
QQQ icon
75
Invesco QQQ Trust
QQQ
$388B
$223K 0.06%
476
+7
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3
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