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
$877M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.78M
3
+$2.25M
4
V icon
Visa
V
+$1.93M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.68M

Top Sells

1
+$4.98M
2
+$1.8M
3
+$966K
4
SOFI icon
SoFi Technologies
SOFI
+$505K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$369K

Sector Composition

1 Technology 25.77%
2 Healthcare 13.98%
3 Industrials 7.62%
4 Financials 4.84%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.47M 0.17%
28,557
-1,551
102
$1.42M 0.16%
6,129
+369
103
$1.41M 0.16%
3,883
+78
104
$1.4M 0.16%
18,430
-2,634
105
$1.39M 0.16%
+3,960
106
$1.39M 0.16%
65,998
107
$1.38M 0.16%
10,000
108
$1.34M 0.15%
6,716
+83
109
$1.33M 0.15%
18,095
-1,299
110
$1.32M 0.15%
+7,613
111
$1.31M 0.15%
17,556
112
$1.25M 0.14%
12,387
-1,734
113
$1.15M 0.13%
2,023
-10
114
$1.13M 0.13%
7,341
+513
115
$1.09M 0.12%
17,964
116
$1.07M 0.12%
57,749
-8,333
117
$1.02M 0.12%
9,468
118
$995K 0.11%
22,736
119
$994K 0.11%
+13,654
120
$925K 0.11%
38,064
+1,837
121
$902K 0.1%
2,510
-5,020
122
$884K 0.1%
8,229
-31
123
$835K 0.1%
8,094
+263
124
$829K 0.09%
19,240
125
$822K 0.09%
13,725
3 4
5
6 7