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
$102M
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$248K
2
+$245K
3
+$237K
4
KMB icon
Kimberly-Clark
KMB
+$236K
5
PFE icon
Pfizer
PFE
+$226K

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%
40
77
$1K ﹤0.01%
35
-43,882
78
$1K ﹤0.01%
39
79
$1K ﹤0.01%
30
80
$1K ﹤0.01%
13
81
$1K ﹤0.01%
10
82
– –
-13
83
– –
-43,072
84
– –
-527,505
85
$0 ﹤0.01%
6
86
$0 ﹤0.01%
7
87
$0 ﹤0.01%
2
88
– –
-10
89
– –
-30
90
– –
-30
91
– –
-27,659
92
$0 ﹤0.01%
3
93
– –
-228,699
94
$0 ﹤0.01%
9
95
– –
-197
96
– –
-51,620
97
– –
-62,325
98
– –
-25
99
– –
-50
100
– –
-7,757
1 2 3
4
5