CC
Cypress Capital Portfolio holdings
AUM
$344M
1-Year Return
9.1%
This Quarter Return
-12.38%
1 Year Return
+9.1%
3 Year Return
+28.16%
5 Year Return
+47.4%
10 Year Return
–
AUM
$702M
AUM Growth
-$114M
(-14%)
Cap. Flow
-$5.64M
Cap. Flow
% of AUM
-0.8%
Top 10 Holdings %
Top 10 Hldgs %
43.89%
Holding
211
New
1
Increased
51
Reduced
53
Closed
34
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$6.84M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.62M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.2M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$750K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$709K |
Top Sells
Sector Composition
| 1 | Technology | 22.55% |
| 2 | Healthcare | 14.81% |
| 3 | Industrials | 8.54% |
| 4 | Financials | 4.57% |
| 5 | Communication Services | 2.84% |
