CC
Cypress Capital Portfolio holdings
AUM
$344M
1-Year Est. Return
9.1%
1 Year Est. Return
+9.1%
AUM
$347M
AUM Growth
-$2.78M
(-0.8%)
Holding
82
Top Buys
| 1 | +$7.04M | |
| 2 | +$1.78M | |
| 3 | +$1.69M | |
| 4 |
Lam Research
LRCX
|
+$1.57M |
| 5 |
NetApp
NTAP
|
+$1.13M |
Top Sells
| 1 | +$8.22M | |
| 2 | +$3.32M | |
| 3 | +$1.76M | |
| 4 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
+$695K |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$501K |
Sector Composition
| 1 | Technology | 6.59% |
| 2 | Healthcare | 4.17% |
| 3 | Consumer Discretionary | 4.09% |
| 4 | Consumer Staples | 2.98% |
| 5 | Communication Services | 2.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Total World Stock ETF
VT
$54.6B
| $210K | 0.06% |
1,810
|
|
||
77
Usana Health Sciences
USNA
$384M
| $209K | 0.06% |
7,752
-510
|
|
||
78
ConocoPhillips
COP
$108B
| $208K | 0.06% |
+1,982
|
|
||
79
Rivian
RIVN
$16B
| $170K | 0.05% |
13,629
+1,611
|
|
||
80
FT Vest US Equity Buffer ETF August
FAUG
$1.01B
| – | – |
-5,980
|
|
||
81
Trade Desk
TTD
$26.4B
| – | – |
-2,000
|
|
||
82
United Parcel Service
UPS
$74.6B
| – | – |
-13,982
|
|