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
$221M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$527K
2
+$287K
3
+$269K
4
LAND
Gladstone Land Corp
LAND
+$141K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$81.9K

Top Sells

1
+$1.45M
2
+$1.06M
3
+$996K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$712K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$639K

Sector Composition

1 Technology 7.46%
2 Communication Services 5.09%
3 Healthcare 3.8%
4 Industrials 3.44%
5 Consumer Staples 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1K ﹤0.01%
+40
77
$1K ﹤0.01%
+30
78
$1K ﹤0.01%
+13
79
$1K ﹤0.01%
+30
80
$1K ﹤0.01%
+30
81
$1K ﹤0.01%
+39
82
$1K ﹤0.01%
+40
83
$1K ﹤0.01%
+35
84
$1K ﹤0.01%
+75
85
$1K ﹤0.01%
+15
86
$1K ﹤0.01%
+35
87
$1K ﹤0.01%
+43
88
$1K ﹤0.01%
+23
89
$1K ﹤0.01%
+20
90
$1K ﹤0.01%
+16
91
$1K ﹤0.01%
+65
92
$1K ﹤0.01%
+10
93
$1K ﹤0.01%
+108
94
$1K ﹤0.01%
+10
95
$1K ﹤0.01%
+13
96
$0 ﹤0.01%
+100
97
$0 ﹤0.01%
+35
98
$0 ﹤0.01%
+1
99
$0 ﹤0.01%
+11
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4