CCA
Cypress Capital Advisors Portfolio holdings
AUM
$176M
1-Year Est. Return
14.34%
1 Year Est. Return
+14.34%
AUM
$176M
AUM Growth
+$15.8M
(+9.9%)
Holding
76
Top Buys
| 1 | +$1.39M | |
| 2 | +$1.23M | |
| 3 | +$1.2M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.14M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$985K |
Top Sells
| 1 | +$617K | |
| 2 | +$465K | |
| 3 | +$405K | |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$397K |
| 5 |
NetApp
NTAP
|
+$366K |
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 | |
|---|---|---|---|---|---|---|
76
Twist Bioscience
TWST
$2.54B
| – | – |
-5,550
|
|