CC

Cypress Capital Portfolio holdings

AUM $344M
1-Year Est. Return 9.1%
This Quarter Est. Return
1 Year Est. Return
+9.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$3.72M
3
+$1.49M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.23M
5
SLV icon
iShares Silver Trust
SLV
+$978K

Top Sells

1
+$4.96M
2
+$101K
3
+$86K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$57.9K
5
VBR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13K 0.01%
426
+406
77
$13K 0.01%
888
+845
78
$13K 0.01%
939
+899
79
$12K ﹤0.01%
+197
80
$7K ﹤0.01%
136
81
$6K ﹤0.01%
153
82
$4K ﹤0.01%
51
83
$4K ﹤0.01%
332
84
$4K ﹤0.01%
69
85
$3K ﹤0.01%
30
86
$3K ﹤0.01%
+8
87
$3K ﹤0.01%
16
88
$2K ﹤0.01%
40
89
$2K ﹤0.01%
30
90
$2K ﹤0.01%
40
91
$2K ﹤0.01%
+5
92
$2K ﹤0.01%
35
93
$2K ﹤0.01%
+3
94
$1K ﹤0.01%
13
95
$1K ﹤0.01%
10
96
$1K ﹤0.01%
10
97
$1K ﹤0.01%
30
98
$1K ﹤0.01%
13
99
$1K ﹤0.01%
65
100
$1K ﹤0.01%
16
1 2 3
4
5