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
$186M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$3.15M
3
+$2.8M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.47M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.3M

Top Sells

1
+$1.88M
2
+$1.7M
3
+$1.14M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.02M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$772K

Sector Composition

1 Technology 7.79%
2 Healthcare 2.62%
3 Consumer Discretionary 2.34%
4 Consumer Staples 1.32%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
51
Tesla
TSLA
$1.45T
$521K 0.28%
1,159
+17
XLC icon
52
State Street Communication Services Select Sector SPDR ETF
XLC
$25.7B
$510K 0.27%
4,335
AMZN icon
53
Amazon
AMZN
$2.75T
$507K 0.27%
2,198
+535
XLY icon
54
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23B
$486K 0.26%
4,070
CGUS icon
55
Capital Group Core Equity ETF
CGUS
$10B
$485K 0.26%
12,058
+14
RSP icon
56
Invesco S&P 500 Equal Weight ETF
RSP
$88.1B
$379K 0.2%
1,978
+106
BMY icon
57
Bristol-Myers Squibb
BMY
$120B
$371K 0.2%
6,880
-10,116
SBUX icon
58
Starbucks
SBUX
$111B
$353K 0.19%
4,190
-5,136
GLD icon
59
SPDR Gold Trust
GLD
$160B
$336K 0.18%
847
BND icon
60
Vanguard Total Bond Market
BND
$152B
$318K 0.17%
4,297
-41
GIS icon
61
General Mills
GIS
$18.8B
$293K 0.16%
6,293
-8,623
FOXA icon
62
Fox Class A
FOXA
$27.4B
$281K 0.15%
3,840
+47
VOO icon
63
Vanguard S&P 500 ETF
VOO
$894B
$279K 0.15%
445
IJR icon
64
iShares Core S&P Small-Cap ETF
IJR
$101B
$261K 0.14%
2,171
CMCSA icon
65
Comcast
CMCSA
$106B
$256K 0.14%
8,565
-13,498
VHT icon
66
Vanguard Health Care ETF
VHT
$16.3B
$244K 0.13%
847
GILD icon
67
Gilead Sciences
GILD
$165B
$244K 0.13%
1,984
+12
CL icon
68
Colgate-Palmolive
CL
$66.1B
$241K 0.13%
3,046
-4,143
AOR icon
69
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.45B
$236K 0.13%
3,633
-5
VO icon
70
Vanguard Mid-Cap ETF
VO
$24.6B
$235K 0.13%
3,244
SPYM
71
State Street SPDR Portfolio S&P 500 ETF
SPYM
$136B
$231K 0.12%
2,877
+10
META icon
72
Meta Platforms (Facebook)
META
$1.71T
$218K 0.12%
331
-79
DVY icon
73
iShares Select Dividend ETF
DVY
$22.4B
$217K 0.12%
1,537
GOOG icon
74
Alphabet (Google) Class C
GOOG
$4.09T
$212K 0.11%
+676
CVX icon
75
Chevron
CVX
$371B
$206K 0.11%
1,349
+3
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3
4