CC
Cypress Capital Portfolio holdings
AUM
$344M
This Quarter Return
+0.19%
1 Year Return
+9.1%
3 Year Return
+28.16%
5 Year Return
+47.4%
10 Year Return
–
AUM
$350M
AUM Growth
+$350M
(-9.8%)
Cap. Flow
-$35.1M
Cap. Flow
% of AUM
-10.04%
Top 10 Holdings %
Top 10 Hldgs %
68.47%
Holding
90
New
9
Increased
15
Reduced
43
Closed
18
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$4.98M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$2.6M |
| 3 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
$2.42M |
| 4 |
Exxon Mobil
XOM
|
$1.59M |
| 5 |
Lennar Class A
LEN
|
$1.28M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.42M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$5.27M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$4.97M |
| 4 |
abrdn Physical Gold Shares ETF
SGOL
|
$4.23M |
| 5 |
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% |
