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

Top Buys

1
+$7M
2
+$2.69M
3
+$2.46M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.62M

Top Sells

1
+$6.27M
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
MDY icon
51
SPDR S&P MidCap 400 ETF Trust
MDY
$24.9B
$517K 0.32%
913
+82
XLC icon
52
State Street Communication Services Select Sector SPDR ETF
XLC
$26B
$470K 0.29%
4,335
+179
LEN icon
53
Lennar Class A
LEN
$28.4B
$465K 0.29%
4,203
+252
CGUS icon
54
Capital Group Core Equity ETF
CGUS
$8.47B
$454K 0.28%
12,280
-4,649
XLY icon
55
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.6B
$442K 0.28%
4,070
AMZN icon
56
Amazon
AMZN
$2.47T
$364K 0.23%
1,659
-35
TSLA icon
57
Tesla
TSLA
$1.39T
$364K 0.23%
1,145
-7
RSP icon
58
Invesco S&P 500 Equal Weight ETF
RSP
$79B
$337K 0.21%
1,856
+176
META icon
59
Meta Platforms (Facebook)
META
$1.52T
$284K 0.18%
+385
BND icon
60
Vanguard Total Bond Market
BND
$146B
$272K 0.17%
3,690
+293
CSCO icon
61
Cisco
CSCO
$290B
$271K 0.17%
+3,903
GLD icon
62
SPDR Gold Trust
GLD
$164B
$258K 0.16%
847
VOO icon
63
Vanguard S&P 500 ETF
VOO
$834B
$253K 0.16%
445
+50
IJR icon
64
iShares Core S&P Small-Cap ETF
IJR
$92.8B
$237K 0.15%
2,171
-14
VO icon
65
Vanguard Mid-Cap ETF
VO
$92.8B
$227K 0.14%
811
AOR icon
66
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.15B
$224K 0.14%
3,638
-1,032
VHT icon
67
Vanguard Health Care ETF
VHT
$17.4B
$210K 0.13%
847
SPYM
68
State Street SPDR Portfolio S&P 500 ETF
SPYM
$102B
$208K 0.13%
2,860
-708
TWST icon
69
Twist Bioscience
TWST
$2.55B
$204K 0.13%
5,550
-27
DVY icon
70
iShares Select Dividend ETF
DVY
$21.5B
$204K 0.13%
1,537
IUSG icon
71
iShares Core S&P US Growth ETF
IUSG
$26.7B
$200K 0.13%
+1,333
GILD icon
72
Gilead Sciences
GILD
$154B
$200K 0.13%
+1,806
IBIT icon
73
iShares Bitcoin Trust
IBIT
$69.9B
– –
-21,280
IGV icon
74
iShares Expanded Tech-Software Sector ETF
IGV
$6.69B
– –
-2,468
VTIP icon
75
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.3B
– –
-4,102
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3
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