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
$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 7.43%
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%
13
102
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10
103
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13
104
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10
105
$1K ﹤0.01%
30
106
$1K ﹤0.01%
39
107
$1K ﹤0.01%
+6
108
$1K ﹤0.01%
35
109
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+25
110
– –
-100
111
$0 ﹤0.01%
+3
112
$0 ﹤0.01%
35
113
$0 ﹤0.01%
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+9
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$0 ﹤0.01%
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$0 ﹤0.01%
1
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$0 ﹤0.01%
+6
118
– –
-230
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$0 ﹤0.01%
+9
120
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+7
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$0 ﹤0.01%
+2
122
– –
-108
123
$0 ﹤0.01%
+3
1 2 3 4
5