CC

Cypress Capital Portfolio holdings

AUM $357M
1-Year Est. Return 12.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
-$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$3.35M
3
+$1.88M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.83M
5
MDT icon
Medtronic
MDT
+$1.02M

Top Sells

1
+$23.5M
2
+$9.61M
3
+$9.09M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.57M
5
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$1.12M

Sector Composition

1 Technology 8.57%
2 Consumer Discretionary 4.03%
3 Healthcare 4.01%
4 Consumer Staples 2.93%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.34%
10,000
52
$947K 0.28%
22,634
+3,140
53
$867K 0.25%
11,827
-922
54
$729K 0.21%
29,788
-2,144
55
$702K 0.2%
7,395
-541
56
$686K 0.2%
930
+120
57
$653K 0.19%
6,959
-71
58
$637K 0.19%
24,043
-237
59
$615K 0.18%
1,086
+87
60
$612K 0.18%
985
61
$591K 0.17%
35,254
-2,678
62
$529K 0.15%
678
+169
63
$526K 0.15%
1,725
64
$489K 0.14%
2,520
65
$435K 0.13%
1,595
+439
66
$429K 0.12%
1,375
-149
67
$396K 0.11%
5,498
-407
68
$395K 0.11%
10,000
69
$389K 0.11%
+4,614
70
$337K 0.1%
1,856
+176
71
$334K 0.1%
1,523
+14
72
$322K 0.09%
583
+107
73
$322K 0.09%
662
-149
74
$310K 0.09%
545
+5
75
$288K 0.08%
906
-5
1 2
3
4