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
126
$37.4K 0.01%
+160
127
$35.4K 0.01%
+213
128
$35K 0.01%
+256
129
$34.2K 0.01%
+156
130
$32.4K 0.01%
+200
131
$31.7K 0.01%
+206
132
$31.7K 0.01%
+304
133
$31.5K 0.01%
+1,400
134
$31.4K 0.01%
+842
135
$31.2K 0.01%
+383
136
$31K 0.01%
+284
137
$29.9K 0.01%
+38
138
$29.5K 0.01%
+335
139
$27.9K 0.01%
+400
140
$27.9K 0.01%
+900
141
$27.7K 0.01%
+116
142
$27.3K 0.01%
+1,200
143
$27.2K 0.01%
+1,100
144
$26.7K 0.01%
+452
145
$26.7K 0.01%
+9
146
$26.2K 0.01%
+150
147
$25K 0.01%
+607
148
$24.8K 0.01%
+856
149
$23K 0.01%
+300
150
$22.1K 0.01%
+486
4 5
6
7 8