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
51
$524K 0.36%
8,984
+18
52
$453K 0.32%
3,951
+404
53
$443K 0.31%
+831
54
$418K 0.29%
+5,121
55
$402K 0.28%
2,035
+1,119
56
$401K 0.28%
+4,156
57
$377K 0.26%
+4,292
58
$355K 0.25%
+3,273
59
$322K 0.22%
1,694
+390
60
$299K 0.21%
1,152
+15
61
$291K 0.2%
+1,680
62
$269K 0.19%
4,670
-556
63
$257K 0.18%
+5,018
64
$250K 0.17%
+3,397
65
$244K 0.17%
847
66
$235K 0.16%
3,568
-7,215
67
$228K 0.16%
2,185
-107
68
$224K 0.16%
847
69
$220K 0.15%
+2,468
70
$219K 0.15%
5,577
71
$210K 0.15%
811
72
$206K 0.14%
1,537
73
$205K 0.14%
4,102
-332
74
$203K 0.14%
395
-475
75
– –
-1,681
1 2
3
4