CC
Cypress Capital Portfolio holdings
AUM
$344M
This Quarter Return
+8.22%
1 Year Return
+9.1%
3 Year Return
+28.16%
5 Year Return
+47.4%
10 Year Return
–
AUM
$221M
AUM Growth
+$221M
(+2.4%)
Cap. Flow
-$6.17M
Cap. Flow
% of AUM
-2.8%
Top 10 Holdings %
Top 10 Hldgs %
71.9%
Holding
107
New
46
Increased
6
Reduced
54
Closed
–
Top Buys
| 1 |
Real Estate Select Sector SPDR Fund
XLRE
|
$531K |
| 2 |
American Tower
AMT
|
$277K |
| 3 |
Crown Castle
CCI
|
$264K |
| 4 |
LAND
Gladstone Land Corp
LAND
|
$142K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$86K |
Top Sells
Sector Composition
| 1 | Technology | 7.93% |
| 2 | Communication Services | 5.09% |
| 3 | Healthcare | 3.8% |
| 4 | Consumer Staples | 3.03% |
| 5 | Industrials | 2.97% |
