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
$350M
AUM Growth
+$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$2.49M
3
+$1.68M
4
CALM icon
Cal-Maine
CALM
+$819K
5
EXEL icon
Exelixis
EXEL
+$718K

Top Sells

1
+$8.88M
2
+$3.48M
3
+$1.96M
4
AVGO icon
Broadcom
AVGO
+$1.37M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.34M

Sector Composition

1 Technology 9.18%
2 Healthcare 4.45%
3 Consumer Discretionary 3.82%
4 Communication Services 3.05%
5 Consumer Staples 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
76
Salesforce
CRM
$170B
$340K 0.1%
1,435
-160
BRK.B icon
77
Berkshire Hathaway Class B
BRK.B
$1.03T
$298K 0.09%
593
-69
IWF icon
78
iShares Russell 1000 Growth ETF
IWF
$108B
$276K 0.08%
590
QQQ icon
79
Invesco QQQ Trust
QQQ
$363B
$274K 0.08%
456
-127
MA icon
80
Mastercard
MA
$439B
$267K 0.08%
469
+26
VT icon
81
Vanguard Total World Stock ETF
VT
$59.7B
$249K 0.07%
1,810
COP icon
82
ConocoPhillips
COP
$162B
$246K 0.07%
2,604
-70
GILD icon
83
Gilead Sciences
GILD
$169B
$234K 0.07%
2,107
-107
T icon
84
AT&T
T
$203B
$229K 0.07%
8,110
+5
CRWD icon
85
CrowdStrike
CRWD
$97.4B
$226K 0.06%
+460
BMNR
86
BitMine Immersion Technologies
BMNR
$8.33B
$222K 0.06%
+4,282
EVR icon
87
Evercore
EVR
$11.2B
$216K 0.06%
+641
HOOD icon
88
Robinhood
HOOD
$58.1B
$210K 0.06%
+1,465
SU icon
89
Suncor Energy
SU
$78.9B
$205K 0.06%
+4,906
USNA icon
90
Usana Health Sciences
USNA
$321M
$205K 0.06%
7,444
-75
ITW icon
91
Illinois Tool Works
ITW
$73.9B
$202K 0.06%
776
-37
CVX icon
92
Chevron
CVX
$420B
$201K 0.06%
+1,292
RIVN icon
93
Rivian
RIVN
$18B
$167K 0.05%
11,378
-153
CTSH icon
94
Cognizant
CTSH
$29B
– –
-2,606
F icon
95
Ford
F
$44.8B
– –
0
GWW icon
96
W.W. Grainger
GWW
$50.2B
– –
-217
LEN icon
97
Lennar Class A
LEN
$21.1B
– –
-10,575
ORCL icon
98
Oracle
ORCL
$397B
– –
-1,276
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