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
51
$517K 0.32%
913
+82
52
$470K 0.29%
4,335
+179
53
$465K 0.29%
4,203
+252
54
$454K 0.28%
12,280
-4,649
55
$442K 0.28%
4,070
56
$364K 0.23%
1,659
-35
57
$364K 0.23%
1,145
-7
58
$337K 0.21%
1,856
+176
59
$284K 0.18%
+385
60
$272K 0.17%
3,690
+293
61
$271K 0.17%
+3,903
62
$258K 0.16%
847
63
$253K 0.16%
445
+50
64
$237K 0.15%
2,171
-14
65
$227K 0.14%
811
66
$224K 0.14%
3,638
-1,032
67
$210K 0.13%
847
68
$208K 0.13%
2,860
-708
69
$204K 0.13%
5,550
-27
70
$204K 0.13%
1,537
71
$200K 0.13%
+1,333
72
$200K 0.13%
+1,806
73
– –
-9,674
74
– –
-5,018
75
– –
-21,280
1 2
3
4