CC
Cypress Capital Portfolio holdings
AUM
$351M
1-Year Est. Return
12.57%
This Fund
S&P 500
1 Year Est. Return
+12.57%
AUM
$351M
AUM Growth
-$5.79M
(-1.6%)
Holding
101
Top Buys
| 1 | +$29.6M | |
| 2 | +$7.48M | |
| 3 | +$3.59M | |
| 4 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$1.79M |
| 5 |
PGIM AAA CLO ETF
PAAA
|
+$655K |
Top Sells
| 1 | +$22.8M | |
| 2 | +$8.8M | |
| 3 | +$7M | |
| 4 |
abrdn Physical Gold Shares ETF
SGOL
|
+$2.73M |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$2.53M |
Sector Composition
| 1 | Technology | 8.85% |
| 2 | Healthcare | 4.87% |
| 3 | Consumer Discretionary | 3.75% |
| 4 | Communication Services | 2.7% |
| 5 | Consumer Staples | 2.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
AT&T
T
$164B
| – | – |
-8,117
|
|