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
$348M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$3.19M
3
+$2.59M
4
MCD icon
McDonald's
MCD
+$2.5M
5
LMT icon
Lockheed Martin
LMT
+$2.36M

Top Sells

1
+$2.31M
2
+$2.15M
3
+$1.69M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$959K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$778K

Sector Composition

1 Technology 7.55%
2 Healthcare 3.99%
3 Consumer Discretionary 3.56%
4 Industrials 3.08%
5 Consumer Staples 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$213K 0.06%
+523
77
$207K 0.06%
847
78
$204K 0.06%
3,895
-1,995
79
$201K 0.06%
+2,855
80
$172K 0.05%
600
-31
81
$115K 0.03%
5,635
82
$94.9K 0.03%
+2,500
83
$45.7K 0.01%
1,691
84
$37.2K 0.01%
880
-70
85
$7.16K ﹤0.01%
+145
86
– –
-2,563
87
– –
-12,690
88
– –
-21,943
89
– –
-43,353
90
– –
-25,652
1 2 3
4