CCA

Cypress Capital Advisors Portfolio holdings

AUM $184M
1-Year Est. Return 17.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.19M
3
+$1.15M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.14M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$952K

Top Sells

1
+$616K
2
+$465K
3
+$398K
4
AVGO icon
Broadcom
AVGO
+$377K
5
NTAP icon
NetApp
NTAP
+$345K

Sector Composition

1 Technology 8.04%
2 Healthcare 2.87%
3 Consumer Discretionary 2.81%
4 Consumer Staples 1.98%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.68%
17,661
-461
27
$1.16M 0.66%
3,110
-644
28
$1.15M 0.65%
3,356
-621
29
$1.04M 0.59%
15,234
+11,331
30
$1.03M 0.59%
4,107
-173
31
$1.02M 0.58%
3,355
-80
32
$988K 0.56%
10,375
-522
33
$966K 0.55%
5,809
-299
34
$958K 0.55%
1,850
-23
35
$956K 0.54%
6,221
-249
36
$936K 0.53%
17,370
+112
37
$927K 0.53%
1,856
-130
38
$904K 0.51%
3,203
-213
39
$871K 0.5%
6,504
-1,880
40
$810K 0.46%
3,979
41
$799K 0.45%
6,746
-3,088
42
$789K 0.45%
9,326
-442
43
$770K 0.44%
9,170
-429
44
$767K 0.44%
16,996
-886
45
$752K 0.43%
14,916
-671
46
$693K 0.39%
22,063
-980
47
$687K 0.39%
6,096
-178
48
$648K 0.37%
7,353
-283
49
$627K 0.36%
3,361
+11
50
$587K 0.33%
8,997
1
2
3 4