CC

Cypress Capital Portfolio holdings

AUM $357M
1-Year Est. Return 12.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$262K
2
+$250K
3
+$239K
4
KMB icon
Kimberly-Clark
KMB
+$237K
5
PFE icon
Pfizer
PFE
+$228K

Top Sells

1
+$43.9M
2
+$26.1M
3
+$24.4M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$23.6M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$8.65M

Sector Composition

1 Technology 20.26%
2 Communication Services 12.2%
3 Industrials 11.28%
4 Healthcare 10.37%
5 Consumer Staples 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1K ﹤0.01%
75
77
$1K ﹤0.01%
35
78
$1K ﹤0.01%
40
79
$1K ﹤0.01%
35
-43,882
80
$1K ﹤0.01%
39
81
$1K ﹤0.01%
30
82
– –
-13
83
– –
-457,136
84
– –
-212,548
85
– –
-939
86
$0 ﹤0.01%
3
87
$0 ﹤0.01%
35
88
– –
-30,631
89
– –
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90
– –
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91
$0 ﹤0.01%
1
92
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5
93
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9
94
– –
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95
– –
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96
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97
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98
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99
– –
-17,145
100
$0 ﹤0.01%
7
1 2 3
4
5