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
$352M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$984K
2
+$888K
3
+$504K
4
CGGR icon
Capital Group Growth ETF
CGGR
+$504K
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$446K

Top Sells

1
+$2M
2
+$1.63M
3
+$1.45M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$882K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$877K

Sector Composition

1 Technology 6.86%
2 Consumer Discretionary 3.86%
3 Healthcare 3.37%
4 Industrials 3.19%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$208K 0.06%
5,635
77
$31.7K 0.01%
640
-270
78
– –
-2,500
79
– –
-49,208
80
– –
-12,582
81
– –
-4,524
82
– –
-3,903
83
– –
-1,869
1 2 3
4