CC

Cypress Capital Portfolio holdings

AUM $344M
1-Year Est. Return 9.1%
This Quarter Est. Return
1 Year Est. Return
+9.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$3.72M
3
+$1.49M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.23M
5
SLV icon
iShares Silver Trust
SLV
+$978K

Top Sells

1
+$4.96M
2
+$101K
3
+$86K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$57.9K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$52.3K

Sector Composition

1 Technology 7.86%
2 Communication Services 5.12%
3 Industrials 3.92%
4 Healthcare 3.68%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1K ﹤0.01%
+25
102
$1K ﹤0.01%
11
103
$1K ﹤0.01%
15
104
$1K ﹤0.01%
75
105
$1K ﹤0.01%
35
106
$1K ﹤0.01%
+25
107
$1K ﹤0.01%
+6
108
$1K ﹤0.01%
39
109
$1K ﹤0.01%
30
110
$0 ﹤0.01%
+7
111
$0 ﹤0.01%
+2
112
– –
-108
113
$0 ﹤0.01%
+3
114
$0 ﹤0.01%
+9
115
– –
-230
116
$0 ﹤0.01%
+6
117
$0 ﹤0.01%
1
118
$0 ﹤0.01%
+5
119
$0 ﹤0.01%
+9
120
$0 ﹤0.01%
+12
121
$0 ﹤0.01%
35
122
$0 ﹤0.01%
+3
123
– –
-100
1 2 3 4
5