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
$877M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.78M
3
+$2.25M
4
V icon
Visa
V
+$1.93M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.68M

Top Sells

1
+$4.98M
2
+$1.8M
3
+$966K
4
SOFI icon
SoFi Technologies
SOFI
+$505K
5
VBR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$291K 0.03%
5,510
177
$285K 0.03%
+4,762
178
$285K 0.03%
5,019
179
$271K 0.03%
3,190
180
$269K 0.03%
6,820
+630
181
$268K 0.03%
3,762
182
$267K 0.03%
+5,347
183
$256K 0.03%
559
184
$253K 0.03%
1,250
185
$235K 0.03%
11,450
186
$228K 0.03%
+4,892
187
$226K 0.03%
+847
188
$221K 0.03%
+2,084
189
$220K 0.03%
3,030
-180
190
$218K 0.02%
+950
191
$218K 0.02%
5,315
192
$217K 0.02%
3,911
193
$217K 0.02%
7,094
194
$216K 0.02%
+1,585
195
$211K 0.02%
560
+5
196
$209K 0.02%
+7,771
197
$208K 0.02%
+1,880
198
$207K 0.02%
2,725
199
$207K 0.02%
+811
200
$206K 0.02%
+1,393
5 6 7
8
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