CC
Cypress Capital Portfolio holdings
AUM
$344M
This Quarter Return
+4.58%
1 Year Return
+9.1%
3 Year Return
+28.16%
5 Year Return
+47.4%
10 Year Return
–
AUM
$319M
AUM Growth
+$319M
(+12%)
Cap. Flow
+$23M
Cap. Flow
% of AUM
7.22%
Top 10 Holdings %
Top 10 Hldgs %
68.67%
Holding
90
New
2
Increased
36
Reduced
34
Closed
8
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$35.9M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$12.8M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.57M |
| 4 |
Comcast
CMCSA
|
$650K |
| 5 |
Qualcomm
QCOM
|
$271K |
Top Sells
Sector Composition
| 1 | Technology | 7.32% |
| 2 | Healthcare | 5.04% |
| 3 | Industrials | 3.36% |
| 4 | Consumer Discretionary | 3.3% |
| 5 | Consumer Staples | 2.79% |
