CCA

Cypress Capital Advisors Portfolio holdings

AUM $176M
1-Year Est. Return 14.34%
This Quarter Est. Return
1 Year Est. Return
+14.34%
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 +$7M
2 +$2.69M
3 +$2.46M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.62M

Top Sells

1 +$6.27M
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
XLP icon
76
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.2B
-5,121
XLV icon
77
State Street Health Care Select Sector SPDR ETF
XLV
$41.1B
-5,724
GBX icon
78
The Greenbrier Companies
GBX
$1.54B
-5,018
AMED
79
DELISTED
Amedisys
AMED
-9,674