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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$11.9M
3
+$9.39M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.12M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$7.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.7%
2 Consumer Discretionary 4.07%
3 Healthcare 3.23%
4 Consumer Staples 2.45%
5 Industrials 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.79%
+17,867
27
$973K 0.76%
+15,258
28
$956K 0.75%
+3,297
29
$953K 0.75%
+1,961
30
$947K 0.74%
+5,005
31
$936K 0.73%
+9,410
32
$897K 0.7%
+5,838
33
$876K 0.69%
+9,597
34
$866K 0.68%
+3,321
35
$855K 0.67%
+22,777
36
$743K 0.58%
+10,783
37
$737K 0.58%
+3,979
38
$717K 0.56%
+1,700
39
$695K 0.54%
+5,510
40
$669K 0.52%
+8,739
41
$568K 0.44%
+16,229
42
$559K 0.44%
+8,966
43
$528K 0.41%
+4,905
44
$469K 0.37%
+870
45
$468K 0.37%
+3,547
46
$459K 0.36%
+1,137
47
$450K 0.35%
+1,936
48
$359K 0.28%
+7,424
49
$338K 0.26%
+2,458
50
$300K 0.23%
+5,226
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