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
$347M
AUM Growth
-$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$1.78M
3
+$1.69M
4
LRCX icon
Lam Research
LRCX
+$1.57M
5
NTAP icon
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
SGOV icon
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
$210K 0.06%
1,810
77
$209K 0.06%
7,752
-510
78
$208K 0.06%
+1,982
79
$170K 0.05%
13,629
+1,611
80
– –
-5,980
81
– –
-2,000
82
– –
-13,982
1 2 3
4