CC

Cypress Capital Portfolio holdings

AUM $350M
1-Year Est. Return 9.88%
This Quarter Est. Return
1 Year Est. Return
+9.88%
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
176
$12.4K ﹤0.01%
+764
177
$12.3K ﹤0.01%
+346
178
$12.2K ﹤0.01%
+93
179
$11.9K ﹤0.01%
1,415
180
$11.7K ﹤0.01%
+68
181
$11.2K ﹤0.01%
+100
182
$10.9K ﹤0.01%
+227
183
$10.6K ﹤0.01%
+400
184
$10.5K ﹤0.01%
+185
185
$10.3K ﹤0.01%
+173
186
$10.2K ﹤0.01%
+46
187
$10.1K ﹤0.01%
+50
188
$10.1K ﹤0.01%
+113
189
$9.73K ﹤0.01%
+50
190
$9.67K ﹤0.01%
+69
191
$9.56K ﹤0.01%
+109
192
$9.41K ﹤0.01%
+30
193
$9.39K ﹤0.01%
+46
194
$9.38K ﹤0.01%
+228
195
$9.35K ﹤0.01%
+25
196
$9.13K ﹤0.01%
+19
197
$9.1K ﹤0.01%
+108
198
$8.92K ﹤0.01%
+49
199
$8.77K ﹤0.01%
+329
200
$8.64K ﹤0.01%
+160