CC
Cypress Capital Portfolio holdings
AUM
$344M
This Quarter Return
+4.36%
1 Year Return
+9.1%
3 Year Return
+28.16%
5 Year Return
+47.4%
10 Year Return
–
AUM
$245M
AUM Growth
+$245M
(+11%)
Cap. Flow
+$15.9M
Cap. Flow
% of AUM
6.49%
Top 10 Holdings %
Top 10 Hldgs %
69.11%
Holding
131
New
24
Increased
52
Reduced
18
Closed
11
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.96M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$101K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$86K |
| 4 |
Vanguard Consumer Staples ETF
VDC
|
$57.9K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$52.3K |
Sector Composition
| 1 | Technology | 7.86% |
| 2 | Communication Services | 5.12% |
| 3 | Industrials | 3.92% |
| 4 | Healthcare | 3.68% |
| 5 | Consumer Staples | 3.06% |
