CC

Cypress Capital Portfolio holdings

AUM $350M
1-Year Est. Return 9.88%
This Quarter Est. Return
1 Year Est. Return
+9.88%
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
51
$884K 0.25%
31,932
-1,973
52
$865K 0.25%
12,749
-923
53
$814K 0.23%
19,494
-5,230
54
$798K 0.23%
1,524
-138
55
$793K 0.23%
7,318
+83
56
$759K 0.22%
7,936
-516
57
$691K 0.2%
37,932
-2,510
58
$679K 0.2%
24,280
-703
59
$659K 0.19%
7,030
-168
60
$553K 0.16%
985
61
$533K 0.15%
+999
62
$497K 0.14%
1,725
+45
63
$490K 0.14%
5,905
-362
64
$474K 0.14%
2,520
65
$467K 0.13%
810
+103
66
$432K 0.12%
811
-36
67
$420K 0.12%
509
-73
68
$310K 0.09%
+1,156
69
$302K 0.09%
10,000
70
$291K 0.08%
+1,680
71
$287K 0.08%
1,509
-86
72
$277K 0.08%
+540
73
$236K 0.07%
911
-659
74
$229K 0.07%
8,099
-1,771
75
$223K 0.06%
476
+7
1 2
3
4