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
$398M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$12.6M
3
+$10.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.45M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.1M

Top Sells

1
+$19.4M
2
+$13.1M
3
+$12.9M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.52M
5
ABBV icon
AbbVie
ABBV
+$787K

Sector Composition

1 Technology 7.67%
2 Consumer Discretionary 3.39%
3 Healthcare 3.34%
4 Industrials 2.18%
5 Consumer Staples 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$280K 0.07%
1,447
-350
77
$242K 0.06%
10,783
-1,196
78
$196K 0.05%
+811
79
$195K 0.05%
+2,000
80
$172K 0.04%
+3,007
81
$138K 0.03%
+361
82
$125K 0.03%
9,327
-828
83
$119K 0.03%
+2,035
84
$115K 0.03%
1,408
-237,409
85
$109K 0.03%
248
-591
86
$108K 0.03%
+7,855
87
$96.1K 0.02%
+500
88
$95.1K 0.02%
+915
89
$92.6K 0.02%
+3,000
90
$92.1K 0.02%
+700
91
$82.3K 0.02%
+847
92
$82.2K 0.02%
+451
93
$80.1K 0.02%
+700
94
$75.9K 0.02%
+749
95
$75.1K 0.02%
+206
96
$74.7K 0.02%
+2,438
97
$66.9K 0.02%
+1,588
98
$66.5K 0.02%
+295
99
$66.3K 0.02%
+390
100
$64.3K 0.02%
+5,207
2 3
4
5 6