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
$217M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$34.5M
3
+$13.5M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$12.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$11.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.48%
2 Communication Services 3.43%
3 Consumer Staples 2.73%
4 Industrials 2.72%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.8M 19.68%
+468,008
2
$34.5M 15.88%
+270,578
3
$13.5M 6.2%
+53,955
4
$12.5M 5.74%
+260,463
5
$11.1M 5.1%
+132,732
6
$10.5M 4.83%
+140,723
7
$10.3M 4.73%
+533,874
8
$8.57M 3.94%
+170,507
9
$5.46M 2.51%
+211,710
10
$5.46M 2.51%
+195,616
11
$4.74M 2.18%
+36,229
12
$2.96M 1.36%
+68,415
13
$2.92M 1.34%
+24,840
14
$2.68M 1.23%
+67,988
15
$2.25M 1.03%
+49,790
16
$2.15M 0.99%
+50,210
17
$1.99M 0.91%
+39,496
18
$1.94M 0.89%
+94,985
19
$1.78M 0.82%
+7,166
20
$1.67M 0.77%
+25,809
21
$1.62M 0.74%
+30,566
22
$1.62M 0.74%
+24,374
23
$1.61M 0.74%
+28,298
24
$1.6M 0.73%
+67,748
25
$1.56M 0.72%
+20,039
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