CCA

Cypress Capital Advisors Portfolio holdings

AUM $186M
1-Year Est. Return 17.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$3.15M
3
+$2.8M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.47M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.3M

Top Sells

1
+$1.88M
2
+$1.7M
3
+$1.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.02M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$772K

Sector Composition

1 Technology 7.79%
2 Healthcare 2.62%
3 Consumer Discretionary 2.34%
4 Consumer Staples 1.32%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
26
Visa
V
$610B
$1.18M 0.63%
3,371
+15
CSCO icon
27
Cisco
CSCO
$311B
$1.17M 0.63%
15,185
-49
LRCX icon
28
Lam Research
LRCX
$249B
$1.11M 0.59%
6,473
-31
KR icon
29
Kroger
KR
$46.9B
$1.1M 0.59%
17,609
-52
AMGN icon
30
Amgen
AMGN
$199B
$1.04M 0.56%
3,179
-24
MCD icon
31
McDonald's
MCD
$234B
$1.02M 0.55%
3,327
-28
HD icon
32
Home Depot
HD
$356B
$1.01M 0.54%
2,933
-72
MDT icon
33
Medtronic
MDT
$117B
$994K 0.53%
10,343
-32
QCOM icon
34
Qualcomm
QCOM
$145B
$987K 0.53%
5,773
-36
ETN icon
35
Eaton
ETN
$135B
$985K 0.53%
3,092
-18
XLF icon
36
State Street Financial Select Sector SPDR ETF
XLF
$49.5B
$951K 0.51%
17,370
LOW icon
37
Lowe's Companies
LOW
$141B
$945K 0.51%
3,918
-189
MSFT icon
38
Microsoft
MSFT
$3.04T
$923K 0.5%
1,909
+59
SCHW icon
39
Charles Schwab
SCHW
$167B
$912K 0.49%
9,125
+3,246
LMT icon
40
Lockheed Martin
LMT
$155B
$889K 0.48%
1,838
-18
MRK icon
41
Merck
MRK
$286B
$877K 0.47%
8,331
-839
IWD icon
42
iShares Russell 1000 Value ETF
IWD
$68.4B
$837K 0.45%
3,979
PG icon
43
Procter & Gamble
PG
$357B
$822K 0.44%
5,737
-484
SGOV icon
44
iShares 0-3 Month Treasury Bond ETF
SGOV
$74.9B
$819K 0.44%
+8,156
XOM icon
45
Exxon Mobil
XOM
$630B
$735K 0.39%
6,105
+9
NTAP icon
46
NetApp
NTAP
$19.9B
$715K 0.38%
6,672
-74
AOA icon
47
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.81B
$617K 0.33%
6,885
-468
NVDA icon
48
NVIDIA
NVDA
$4.32T
$614K 0.33%
3,294
-67
IJH icon
49
iShares Core S&P Mid-Cap ETF
IJH
$106B
$594K 0.32%
8,997
MDY icon
50
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24.3B
$530K 0.28%
878
-42
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