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
51
$286K 0.22%
+1,304
52
$265K 0.21%
+9,518
53
$264K 0.21%
+2,292
54
$259K 0.2%
+5,577
55
$234K 0.18%
+1,681
56
$215K 0.17%
+847
57
$215K 0.17%
+4,434
58
$214K 0.17%
+811
59
$206K 0.16%
+916
60
$205K 0.16%
+847
61
$202K 0.16%
+1,537
1 2
3