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

Top Buys

1
+$531K
2
+$277K
3
+$264K
4
LAND
Gladstone Land Corp
LAND
+$142K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$86K

Top Sells

1
+$1.52M
2
+$1.13M
3
+$990K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$711K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$642K

Sector Composition

1 Technology 7.93%
2 Communication Services 5.09%
3 Healthcare 3.8%
4 Consumer Staples 3.03%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1K ﹤0.01%
+30
77
$1K ﹤0.01%
+13
78
$1K ﹤0.01%
+10
79
$1K ﹤0.01%
+108
80
$1K ﹤0.01%
+10
81
$1K ﹤0.01%
+30
82
$1K ﹤0.01%
+13
83
$1K ﹤0.01%
+65
84
$1K ﹤0.01%
+16
85
$1K ﹤0.01%
+20
86
$1K ﹤0.01%
+23
87
$1K ﹤0.01%
+43
88
$1K ﹤0.01%
+35
89
$1K ﹤0.01%
+15
90
$1K ﹤0.01%
+75
91
$1K ﹤0.01%
+35
92
$1K ﹤0.01%
+39
93
$1K ﹤0.01%
+40
94
$1K ﹤0.01%
+40
95
$1K ﹤0.01%
+30
96
$0 ﹤0.01%
+11
97
$0 ﹤0.01%
+1
98
$0 ﹤0.01%
+35
99
$0 ﹤0.01%
+100
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