CC

Cypress Capital Portfolio holdings

AUM $351M
1-Year Est. Return 12.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$2.49M
3
+$1.68M
4
CALM icon
Cal-Maine
CALM
+$819K
5
EXEL icon
Exelixis
EXEL
+$718K

Top Sells

1
+$8.88M
2
+$3.48M
3
+$1.96M
4
AVGO icon
Broadcom
AVGO
+$1.37M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.34M

Sector Composition

1 Technology 9.18%
2 Healthcare 4.45%
3 Consumer Discretionary 3.82%
4 Communication Services 3.05%
5 Consumer Staples 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.38%
21,031
-369
52
$1.32M 0.38%
7,074
-289
53
$960K 0.27%
13,724
+1,897
54
$879K 0.25%
20,827
-1,807
55
$802K 0.23%
29,467
-321
56
$737K 0.21%
+17,854
57
$722K 0.21%
+7,671
58
$709K 0.2%
34,861
-393
59
$659K 0.19%
1,106
+20
60
$654K 0.19%
10,000
61
$640K 0.18%
6,721
-238
62
$633K 0.18%
23,179
-864
63
$621K 0.18%
7,316
-79
64
$619K 0.18%
843
-87
65
$613K 0.18%
1,725
66
$604K 0.17%
792
+114
67
$598K 0.17%
894
-91
68
$513K 0.15%
2,520
69
$481K 0.14%
1,392
+17
70
$444K 0.13%
5,446
-52
71
$437K 0.13%
982
+76
72
$390K 0.11%
4,614
73
$362K 0.1%
1,907
+51
74
$349K 0.1%
1,589
+66
75
$341K 0.1%
558
+13
1 2
3
4