CCA
Cypress Capital Advisors Portfolio holdings
AUM
$184M
1-Year Est. Return
17.49%
This Fund
S&P 500
1 Year Est. Return
+17.49%
AUM
$184M
AUM Growth
-$1.89M
(-1%)
Holding
79
Top Buys
| 1 | +$7.65M | |
| 2 | +$2.86M | |
| 3 | +$1.03M | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$582K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$513K |
Top Sells
| 1 | +$6.22M | |
| 2 | +$2.7M | |
| 3 | +$1.89M | |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$1.88M |
| 5 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$651K |
Sector Composition
| 1 | Technology | 7.02% |
| 2 | Healthcare | 3.12% |
| 3 | Consumer Discretionary | 2.23% |
| 4 | Consumer Staples | 1.77% |
| 5 | Communication Services | 1.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Alphabet (Google) Class C
GOOG
$4.46T
| – | – |
-676
|
|
||
77
iShares Core S&P Small-Cap ETF
IJR
$103B
| – | – |
-2,171
|
|
||
|
SPYM
78
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
| – | – |
-2,877
|
|
||
79
iShares Treasury Floating Rate Bond ETF
TFLO
$6.57B
| – | – |
-37,419
|
|