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
$350M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.6M
3
+$2.42M
4
XOM icon
Exxon Mobil
XOM
+$1.59M
5
LEN icon
Lennar Class A
LEN
+$1.28M

Top Sells

1
+$5.42M
2
+$5.27M
3
+$4.97M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$4.23M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.08M

Sector Composition

1 Technology 6.19%
2 Consumer Discretionary 4.14%
3 Healthcare 3.36%
4 Communication Services 2.85%
5 Consumer Staples 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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79
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80
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-57,620
81
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-75,921
82
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-10,426
83
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-1,537
84
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-74,214
85
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-3,278
86
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-1,681
87
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-9,592
88
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-847
89
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-887
90
– –
-8,362
1 2 3
4