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
51
$575K 0.33%
7,189
-274
52
$561K 0.32%
+5,879
53
$548K 0.31%
920
+7
54
$513K 0.29%
4,335
55
$508K 0.29%
1,142
-3
56
$488K 0.28%
4,070
57
$476K 0.27%
12,044
-236
58
$365K 0.21%
1,663
+4
59
$355K 0.2%
1,872
+16
60
$323K 0.18%
4,338
+648
61
$301K 0.17%
410
+25
62
$301K 0.17%
847
63
$273K 0.16%
445
64
$258K 0.15%
2,171
65
$239K 0.14%
+3,793
66
$238K 0.14%
3,244
67
$234K 0.13%
3,638
68
$225K 0.13%
2,867
+7
69
$220K 0.13%
847
70
$219K 0.12%
1,333
71
$219K 0.12%
1,972
+166
72
$218K 0.12%
1,537
73
$209K 0.12%
+1,346
74
$206K 0.12%
+2,637
75
– –
-5,550
1 2
3
4