CCA

Cypress Capital Advisors Portfolio holdings

AUM $176M
1-Year Est. Return 14.34%
This Quarter Est. Return
1 Year Est. Return
+14.34%
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
26
$1.07M 0.75%
3,441
+144
27
$1.05M 0.73%
3,382
+61
28
$997K 0.69%
4,276
+173
29
$996K 0.69%
+21,280
30
$982K 0.68%
3,611
+20
31
$957K 0.67%
9,760
+163
32
$936K 0.65%
15,653
+395
33
$935K 0.65%
6,085
+247
34
$910K 0.63%
5,436
+95
35
$909K 0.63%
4,404
+2,468
36
$896K 0.62%
+9,674
37
$896K 0.62%
2,005
+44
38
$870K 0.6%
9,694
+284
39
$865K 0.6%
23,447
+670
40
$846K 0.59%
16,978
+9,554
41
$839K 0.58%
5,428
+423
42
$836K 0.58%
5,724
+3,266
43
$749K 0.52%
3,979
44
$709K 0.49%
5,960
+1,055
45
$682K 0.47%
1,816
+116
46
$665K 0.46%
+7,098
47
$627K 0.44%
+6,978
48
$619K 0.43%
8,093
-646
49
$582K 0.4%
+8,010
50
$565K 0.39%
16,929
+700
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