CC
Cypress Capital Portfolio holdings
AUM
$344M
1-Year Return
9.1%
This Quarter Return
+7.96%
1 Year Return
+9.1%
3 Year Return
+28.16%
5 Year Return
+47.4%
10 Year Return
–
AUM
$877M
AUM Growth
+$89.9M
(+11%)
Cap. Flow
+$34.5M
Cap. Flow
% of AUM
3.93%
Top 10 Holdings %
Top 10 Hldgs %
44.38%
Holding
218
New
30
Increased
64
Reduced
28
Closed
8
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$12.2M |
| 2 |
Apple
AAPL
|
$3.78M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$2.25M |
| 4 |
Visa
V
|
$1.93M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.68M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$4.98M |
| 2 |
Intuitive Surgical
ISRG
|
$1.8M |
| 3 |
iShares Silver Trust
SLV
|
$966K |
| 4 |
SoFi Technologies
SOFI
|
$505K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$369K |
Sector Composition
| 1 | Technology | 25.77% |
| 2 | Healthcare | 13.98% |
| 3 | Industrials | 7.62% |
| 4 | Financials | 4.84% |
| 5 | Communication Services | 3.25% |
