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
$366M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$881K
3
+$772K
4
AAPL icon
Apple
AAPL
+$613K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$570K

Top Sells

1
+$2.48M
2
+$1.45M
3
+$1.16M
4
ETN icon
Eaton
ETN
+$1.13M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$950K

Sector Composition

1 Technology 6.53%
2 Consumer Discretionary 4.03%
3 Healthcare 3.58%
4 Industrials 2.31%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$229K 0.06%
847
77
$111K 0.03%
+10,155
78
$41.9K 0.01%
+1,415
79
– –
-9,468
80
– –
-25,448
81
– –
-6,530
82
– –
-6,068
83
– –
-5,635
1 2 3
4