CCA
Cypress Capital Advisors Portfolio holdings
AUM
$160M
1 Year Est. Return
–
AUM
$144M
AUM Growth
+$16.1M
(+13%)
Holding
76
Top Buys
| 1 | +$5.04M | |
| 2 | +$3.53M | |
| 3 | +$2.73M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.99M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.23M |
Top Sells
| 1 | +$1.51M | |
| 2 | +$1.19M | |
| 3 | +$1.12M | |
| 4 |
United Parcel Service
UPS
|
+$695K |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$622K |
Sector Composition
| 1 | Technology | 7.23% |
| 2 | Healthcare | 4.2% |
| 3 | Consumer Discretionary | 3.62% |
| 4 | Consumer Staples | 2.73% |
| 5 | Industrials | 1.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
United Parcel Service
UPS
$75B
| – | – |
-5,510
|
|