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
151
$469K 0.06%
+7,236
152
$466K 0.06%
14,722
153
$456K 0.06%
3,280
154
$449K 0.06%
1,255
+21
155
$423K 0.05%
18,507
-1,950
156
$399K 0.05%
3,721
157
$382K 0.05%
+21,421
158
$361K 0.04%
7,327
159
$351K 0.04%
2,175
160
$347K 0.04%
11,111
161
$345K 0.04%
2,528
-740
162
$340K 0.04%
14,055
-1,500
163
$336K 0.04%
2,700
164
$326K 0.04%
4,430
165
$325K 0.04%
14,620
166
$321K 0.04%
7,771
167
$315K 0.04%
5,019
168
$304K 0.04%
3,190
169
$303K 0.04%
7,094
170
$302K 0.04%
2,380
171
$301K 0.04%
11,065
172
$297K 0.04%
8,155
-677
173
$293K 0.04%
4,110
174
$290K 0.04%
2,749
175
$287K 0.04%
5,810
5 6
7
8 9