CC

Cypress Capital Portfolio holdings

AUM $350M
1-Year Est. Return 9.88%
This Quarter Est. Return
1 Year Est. Return
+9.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$8.19M
3
+$3.11M
4
PTRB icon
PGIM Total Return Bond ETF
PTRB
+$768K
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$598K

Top Sells

1
+$9.98M
2
+$5.61M
3
+$4.14M
4
AAPL icon
Apple
AAPL
+$3.51M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.85M

Sector Composition

1 Technology 7.18%
2 Consumer Discretionary 3.98%
3 Healthcare 3.26%
4 Industrials 2.4%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$222K 0.06%
1,681
-1,681
77
$219K 0.06%
2,000
78
$208K 0.05%
1,537
+1,517
79
$204K 0.05%
3,278
+1,243
80
$203K 0.05%
10,426
-357
81
$155K 0.04%
13,815
+4,488
82
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