CC

Cypress Capital Portfolio holdings

AUM $351M
1-Year Est. Return 12.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.57%
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
+$8.98M
2
+$3.69M
3
+$1.42M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.23M
5
SLV icon
iShares Silver Trust
SLV
+$1.05M

Top Sells

1
+$4.97M
2
+$98K
3
+$86K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$55.8K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$49.8K

Sector Composition

1 Technology 7.43%
2 Communication Services 5.12%
3 Industrials 4.35%
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%
15
102
$1K ﹤0.01%
11
103
$1K ﹤0.01%
+25
104
$1K ﹤0.01%
16
105
$1K ﹤0.01%
65
106
$1K ﹤0.01%
13
107
$1K ﹤0.01%
10
108
$1K ﹤0.01%
10
109
$1K ﹤0.01%
13
110
– –
-100
111
$0 ﹤0.01%
+3
112
$0 ﹤0.01%
35
113
$0 ﹤0.01%
+12
114
$0 ﹤0.01%
+9
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$0 ﹤0.01%
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116
$0 ﹤0.01%
1
117
$0 ﹤0.01%
+6
118
– –
-230
119
$0 ﹤0.01%
+9
120
$0 ﹤0.01%
+3
121
– –
-108
122
$0 ﹤0.01%
+2
123
$0 ﹤0.01%
+7
1 2 3 4
5