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
$877M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.78M
3
+$2.25M
4
V icon
Visa
V
+$1.93M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.68M

Top Sells

1
+$4.98M
2
+$1.8M
3
+$966K
4
SOFI icon
SoFi Technologies
SOFI
+$505K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$369K

Sector Composition

1 Technology 25.77%
2 Healthcare 13.98%
3 Industrials 7.62%
4 Financials 4.84%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.88M 0.21%
37,288
+3,464
77
$1.87M 0.21%
24,436
+1,781
78
$1.87M 0.21%
20,093
+293
79
$1.85M 0.21%
35,558
+4,068
80
$1.84M 0.21%
48,842
-6,776
81
$1.83M 0.21%
18,852
82
$1.82M 0.21%
35,220
+320
83
$1.79M 0.2%
18,921
84
$1.79M 0.2%
9,481
+217
85
$1.77M 0.2%
26,300
+661
86
$1.75M 0.2%
28,253
87
$1.68M 0.19%
+45,309
88
$1.65M 0.19%
26,502
+852
89
$1.63M 0.19%
14,244
-218
90
$1.6M 0.18%
15,728
-2,217
91
$1.59M 0.18%
+18,851
92
$1.58M 0.18%
21,848
93
$1.55M 0.18%
10,864
+287
94
$1.54M 0.18%
9,194
+1,196
95
$1.51M 0.17%
51,450
96
$1.51M 0.17%
18,564
-674
97
$1.51M 0.17%
11,284
-306
98
$1.49M 0.17%
14,616
99
$1.49M 0.17%
90,541
100
$1.49M 0.17%
29,275
+538
2 3
4
5 6