CCA

Cypress Capital Advisors Portfolio holdings

AUM $186M
1-Year Est. Return 17.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.73M
3
+$2.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.09M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.22M

Top Sells

1
+$1.51M
2
+$1.22M
3
+$1.13M
4
UPS icon
United Parcel Service
UPS
+$695K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$623K

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
– –
-5,510
1 2 3
4