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
201
$8.55K ﹤0.01%
+47
202
$8.45K ﹤0.01%
+200
203
$8.08K ﹤0.01%
+74
204
$7.95K ﹤0.01%
+200
205
$7.95K ﹤0.01%
+704
206
$7.94K ﹤0.01%
+200
207
$7.88K ﹤0.01%
+49
208
$7.62K ﹤0.01%
+78
209
$7.17K ﹤0.01%
+500
210
$7.17K ﹤0.01%
+92
211
$6.78K ﹤0.01%
+400
212
$6.76K ﹤0.01%
+300
213
$6.71K ﹤0.01%
+200
214
$6.63K ﹤0.01%
+529
215
$6.29K ﹤0.01%
+845
216
$6.26K ﹤0.01%
+100
217
$6.19K ﹤0.01%
+200
218
$5.85K ﹤0.01%
+772
219
$5.78K ﹤0.01%
+54
220
$5.66K ﹤0.01%
+250
221
$5.64K ﹤0.01%
+10
222
$5.63K ﹤0.01%
+150
223
$5.62K ﹤0.01%
+55
224
$5.17K ﹤0.01%
+79
225
$5.16K ﹤0.01%
+132
7 8
9
10 11