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
$398M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$12.6M
3
+$10.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.45M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.1M

Top Sells

1
+$19.4M
2
+$13.1M
3
+$12.9M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.52M
5
ABBV icon
AbbVie
ABBV
+$787K

Sector Composition

1 Technology 7.67%
2 Consumer Discretionary 3.39%
3 Healthcare 3.34%
4 Industrials 2.18%
5 Consumer Staples 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$63.5K 0.02%
+450
102
$61.7K 0.02%
+700
103
$61.1K 0.02%
+3,199
104
$60.6K 0.02%
+895
105
$60.5K 0.02%
+1,558
106
$59.8K 0.02%
+147
107
$59.5K 0.01%
+5,190
108
$55.6K 0.01%
+1,187
109
$55.1K 0.01%
+600
110
$54.1K 0.01%
+370
111
$53.8K 0.01%
+1,923
112
$50.3K 0.01%
+472
113
$50.3K 0.01%
+2,400
114
$50.1K 0.01%
+878
115
$49.5K 0.01%
+300
116
$48.7K 0.01%
+91
117
$48.2K 0.01%
+159
118
$45.9K 0.01%
+325
119
$45.8K 0.01%
+1,748
120
$44.7K 0.01%
+4,000
121
$44.5K 0.01%
+280
122
$43.3K 0.01%
+106
123
$41.9K 0.01%
+219
124
$40.7K 0.01%
+104
125
$40.1K 0.01%
+566
3 4
5
6 7