CC

Cypress Capital Portfolio holdings

AUM $357M
1-Year Est. Return 12.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
-$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$3.35M
3
+$1.88M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.83M
5
MDT icon
Medtronic
MDT
+$1.02M

Top Sells

1
+$23.5M
2
+$9.61M
3
+$9.09M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.57M
5
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$1.12M

Sector Composition

1 Technology 8.57%
2 Consumer Discretionary 4.03%
3 Healthcare 4.01%
4 Consumer Staples 2.93%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$279K 0.08%
+1,276
77
$251K 0.07%
590
-21,398
78
$249K 0.07%
+443
79
$245K 0.07%
+2,214
80
$240K 0.07%
2,674
+692
81
$240K 0.07%
+3,453
82
$235K 0.07%
8,105
+6
83
$233K 0.07%
1,810
84
$230K 0.07%
7,519
-233
85
$226K 0.07%
+217
86
$203K 0.06%
+2,606
87
$201K 0.06%
+813
88
$158K 0.05%
11,531
-2,098
89
– –
0
1 2 3
4