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
151
$21.1K 0.01%
+148
152
$20.3K 0.01%
+469
153
$19.1K ﹤0.01%
+71
154
$19.1K ﹤0.01%
+300
155
$18.9K ﹤0.01%
+110
156
$18.8K ﹤0.01%
+151
157
$18.3K ﹤0.01%
+150
158
$18.2K ﹤0.01%
+91
159
$17.6K ﹤0.01%
+160
160
$17.5K ﹤0.01%
+100
161
$17.4K ﹤0.01%
+500
162
$17.2K ﹤0.01%
+305
163
$17K ﹤0.01%
+53
164
$17K ﹤0.01%
+225
165
$16.6K ﹤0.01%
+244
166
$16.4K ﹤0.01%
+257
167
$16.4K ﹤0.01%
+400
168
$16.4K ﹤0.01%
+90
169
$16K ﹤0.01%
+69
170
$15.9K ﹤0.01%
+120
171
$15.4K ﹤0.01%
+400
172
$15.1K ﹤0.01%
+150
173
$15K ﹤0.01%
+145
174
$14.8K ﹤0.01%
+100
175
$13.6K ﹤0.01%
+40