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
$144M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.53M
3
+$2.73M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.99M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.23M

Top Sells

1
+$1.51M
2
+$1.19M
3
+$1.12M
4
UPS icon
United Parcel Service
UPS
+$695K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$622K

Sector Composition

1 Technology 7.23%
2 Healthcare 4.2%
3 Consumer Discretionary 3.62%
4 Consumer Staples 2.73%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
26
McDonald's
MCD
$219B
$1.07M 0.75%
3,441
+144
AMGN icon
27
Amgen
AMGN
$162B
$1.05M 0.73%
3,382
+61
LOW icon
28
Lowe's Companies
LOW
$138B
$997K 0.69%
4,276
+173
IBIT icon
29
iShares Bitcoin Trust
IBIT
$85.6B
$996K 0.69%
+21,280
ETN icon
30
Eaton
ETN
$145B
$982K 0.68%
3,611
+20
SBUX icon
31
Starbucks
SBUX
$97.6B
$957K 0.67%
9,760
+163
GIS icon
32
General Mills
GIS
$25.9B
$936K 0.65%
15,653
+395
QCOM icon
33
Qualcomm
QCOM
$182B
$935K 0.65%
6,085
+247
AVGO icon
34
Broadcom
AVGO
$1.62T
$910K 0.63%
5,436
+95
XLK icon
35
Technology Select Sector SPDR Fund
XLK
$94.8B
$909K 0.63%
4,404
+2,468
AMED
36
DELISTED
Amedisys
AMED
$896K 0.62%
+9,674
LMT icon
37
Lockheed Martin
LMT
$114B
$896K 0.62%
2,005
+44
MRK icon
38
Merck
MRK
$219B
$870K 0.6%
9,694
+284
CMCSA icon
39
Comcast
CMCSA
$111B
$865K 0.6%
23,447
+670
XLF icon
40
Financial Select Sector SPDR Fund
XLF
$54.2B
$846K 0.59%
16,978
+9,554
GOOGL icon
41
Alphabet (Google) Class A
GOOGL
$3.03T
$839K 0.58%
5,428
+423
XLV icon
42
Health Care Select Sector SPDR Fund
XLV
$35.8B
$836K 0.58%
5,724
+3,266
IWD icon
43
iShares Russell 1000 Value ETF
IWD
$65.1B
$749K 0.52%
3,979
XOM icon
44
Exxon Mobil
XOM
$481B
$709K 0.49%
5,960
+1,055
MSFT icon
45
Microsoft
MSFT
$3.85T
$682K 0.47%
1,816
+116
CL icon
46
Colgate-Palmolive
CL
$63.5B
$665K 0.46%
+7,098
MDT icon
47
Medtronic
MDT
$123B
$627K 0.44%
+6,978
AOA icon
48
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.62B
$619K 0.43%
8,093
-646
LRCX icon
49
Lam Research
LRCX
$183B
$582K 0.4%
+8,010
CGUS icon
50
Capital Group Core Equity ETF
CGUS
$7.38B
$565K 0.39%
16,929
+700
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