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
$816M
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.18M
3
+$873K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$469K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$430K

Top Sells

1
+$1.88M
2
+$1.68M
3
+$1.49M
4
AAPL icon
Apple
AAPL
+$873K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$840K

Sector Composition

1 Technology 23.92%
2 Healthcare 14.2%
3 Industrials 7.98%
4 Financials 4.87%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$787K 0.1%
7,779
-315
127
$785K 0.1%
8,594
-16,350
128
$782K 0.1%
8,863
129
$764K 0.09%
8,760
130
$757K 0.09%
2,510
131
$736K 0.09%
13,725
132
$702K 0.09%
18,319
+1,641
133
$683K 0.08%
10,100
+100
134
$679K 0.08%
12,581
-658
135
$650K 0.08%
19,240
136
$646K 0.08%
7,056
137
$634K 0.08%
17,791
138
$621K 0.08%
5,680
+480
139
$567K 0.07%
3,480
+440
140
$565K 0.07%
8,210
+339
141
$532K 0.07%
14,620
+7,800
142
$528K 0.06%
9,840
143
$528K 0.06%
19,515
144
$520K 0.06%
13,235
+1,208
145
$504K 0.06%
2,351
146
$504K 0.06%
10,522
147
$491K 0.06%
13,673
148
$485K 0.06%
11,276
-285
149
$479K 0.06%
15,841
+1,939
150
$475K 0.06%
2,567
-603
4 5
6
7 8