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
$160M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$2.49M
3
+$2.31M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.61M

Top Sells

1
+$6.26M
2
+$3.17M
3
+$996K
4
AMED
Amedisys
AMED
+$896K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
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
26
$1.14M 0.71%
6,127
-36
27
$1.12M 0.7%
3,065
+36
28
$1.05M 0.66%
9,834
+5,542
29
$1.03M 0.64%
6,470
+29
30
$1M 0.63%
3,435
-6
31
$973K 0.61%
6,108
+23
32
$954K 0.6%
3,416
+34
33
$953K 0.6%
5,410
-18
34
$950K 0.59%
10,897
+3,919
35
$950K 0.59%
4,280
+4
36
$932K 0.58%
1,873
+57
37
$920K 0.58%
1,986
-19
38
$904K 0.57%
17,258
+280
39
$895K 0.56%
9,768
+8
40
$828K 0.52%
17,882
+37
41
$822K 0.51%
23,043
-404
42
$816K 0.51%
8,384
+374
43
$808K 0.51%
15,587
-66
44
$773K 0.48%
3,979
45
$760K 0.48%
9,599
-95
46
$678K 0.42%
7,463
+365
47
$676K 0.42%
6,274
+314
48
$637K 0.4%
7,636
-457
49
$558K 0.35%
8,997
+13
50
$529K 0.33%
3,350
+77
1
2
3 4