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
$816M
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.18M
3
+$873K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$469K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$430K

Top Sells

1
+$1.88M
2
+$1.68M
3
+$1.49M
4
AAPL icon
Apple
AAPL
+$873K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$840K

Sector Composition

1 Technology 23.92%
2 Healthcare 14.2%
3 Industrials 7.98%
4 Financials 4.87%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.86M 0.23%
36,539
+981
77
$1.86M 0.23%
22,390
78
$1.83M 0.22%
9,999
+518
79
$1.83M 0.22%
27,103
+803
80
$1.82M 0.22%
38,848
+1,560
81
$1.77M 0.22%
18,852
82
$1.76M 0.22%
16,253
83
$1.74M 0.21%
9,417
-805
84
$1.64M 0.2%
12,615
+1,331
85
$1.61M 0.2%
19,012
+917
86
$1.6M 0.2%
21,784
-64
87
$1.58M 0.19%
17,390
+1,662
88
$1.57M 0.19%
6,259
-375
89
$1.54M 0.19%
28,253
90
$1.54M 0.19%
14,244
91
$1.5M 0.18%
30,252
+1,695
92
$1.47M 0.18%
39,067
93
$1.46M 0.18%
18,993
+142
94
$1.45M 0.18%
4,038
+78
95
$1.44M 0.18%
17,556
96
$1.44M 0.18%
28,493
-782
97
$1.42M 0.17%
63,548
+5,799
98
$1.42M 0.17%
18,114
-450
99
$1.4M 0.17%
51,450
100
$1.4M 0.17%
11,362
+498
2 3
4
5 6