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
$160M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$2.49M
3
+$2.31M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.61M

Top Sells

1
+$6.26M
2
+$3.17M
3
+$996K
4
AMED
Amedisys
AMED
+$896K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$836K

Sector Composition

1 Technology 7.84%
2 Consumer Discretionary 3.23%
3 Healthcare 3.15%
4 Consumer Staples 2.39%
5 Industrials 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,468
77
– –
-4,102
78
– –
-5,121
79
– –
-5,724
1 2 3
4