CCA

Cypress Capital Advisors Portfolio holdings

AUM $160M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$2.69M
3
+$2.46M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.62M

Top Sells

1
+$6.27M
2
+$3.17M
3
+$996K
4
AMED
Amedisys
AMED
+$896K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$836K

Sector Composition

1 Technology 7.84%
2 Consumer Discretionary 3.23%
3 Healthcare 3.15%
4 Consumer Staples 2.39%
5 Industrials 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
26
AbbVie
ABBV
$410B
$1.14M 0.71%
6,127
-36
HD icon
27
Home Depot
HD
$387B
$1.12M 0.7%
3,065
+36
NTAP icon
28
NetApp
NTAP
$23.4B
$1.05M 0.66%
9,834
+5,542
PG icon
29
Procter & Gamble
PG
$356B
$1.03M 0.64%
6,470
+29
MCD icon
30
McDonald's
MCD
$220B
$1M 0.63%
3,435
-6
QCOM icon
31
Qualcomm
QCOM
$180B
$973K 0.61%
6,108
+23
AMGN icon
32
Amgen
AMGN
$163B
$954K 0.6%
3,416
+34
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$3.1T
$953K 0.6%
5,410
-18
MDT icon
34
Medtronic
MDT
$123B
$950K 0.59%
10,897
+3,919
LOW icon
35
Lowe's Companies
LOW
$136B
$950K 0.59%
4,280
+4
MSFT icon
36
Microsoft
MSFT
$3.84T
$932K 0.58%
1,873
+57
LMT icon
37
Lockheed Martin
LMT
$118B
$920K 0.58%
1,986
-19
XLF icon
38
Financial Select Sector SPDR Fund
XLF
$54.3B
$904K 0.57%
17,258
+280
SBUX icon
39
Starbucks
SBUX
$96.1B
$895K 0.56%
9,768
+8
BMY icon
40
Bristol-Myers Squibb
BMY
$88.7B
$828K 0.52%
17,882
+37
CMCSA icon
41
Comcast
CMCSA
$109B
$822K 0.51%
23,043
-404
LRCX icon
42
Lam Research
LRCX
$182B
$816K 0.51%
8,384
+374
GIS icon
43
General Mills
GIS
$26B
$808K 0.51%
15,587
-66
IWD icon
44
iShares Russell 1000 Value ETF
IWD
$65B
$773K 0.48%
3,979
MRK icon
45
Merck
MRK
$216B
$760K 0.48%
9,599
-95
CL icon
46
Colgate-Palmolive
CL
$63.6B
$678K 0.42%
7,463
+365
XOM icon
47
Exxon Mobil
XOM
$480B
$676K 0.42%
6,274
+314
AOA icon
48
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.63B
$637K 0.4%
7,636
-457
IJH icon
49
iShares Core S&P Mid-Cap ETF
IJH
$100B
$558K 0.35%
8,997
+13
NVDA icon
50
NVIDIA
NVDA
$4.45T
$529K 0.33%
3,350
+77
1
2
3 4