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
$341M
AUM Growth
-$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.99M
3
+$5.34M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.88M
5
AMGN icon
Amgen
AMGN
+$2.24M

Top Sells

1
+$8.91M
2
+$6.02M
3
+$2.59M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.19M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.1M

Sector Composition

1 Technology 6.87%
2 Healthcare 3.82%
3 Consumer Discretionary 3.66%
4 Industrials 2.99%
5 Consumer Staples 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.06%
4,145
+4,000
77
$199K 0.06%
847
78
$180K 0.05%
600
79
$128K 0.04%
4,853
+3,162
80
$114K 0.03%
5,635
81
$39.6K 0.01%
910
+30
82
$39.5K 0.01%
2,500
83
– –
-5,280
84
– –
-15,993
85
– –
-3,895
86
– –
-2,855
87
– –
-13,230
88
– –
-7,836
1 2 3
4