CCA
Cypress Capital Advisors Portfolio holdings
AUM
$176M
1-Year Est. Return
14.34%
1 Year Est. Return
+14.34%
AUM
$160M
AUM Growth
+$16M
(+11%)
Holding
79
Top Buys
| 1 | +$7M | |
| 2 | +$2.69M | |
| 3 | +$2.46M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.9M |
| 5 |
abrdn Physical Gold Shares ETF
SGOL
|
+$1.62M |
Top Sells
| 1 | +$6.27M | |
| 2 | +$3.17M | |
| 3 | +$996K | |
| 4 |
AMED
Amedisys
AMED
|
+$896K |
| 5 |
Health Care Select Sector SPDR Fund
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
iShares Expanded Tech-Software Sector ETF
IGV
$9.79B
| – | – |
-2,468
|
|
||
77
iShares Bitcoin Trust
IBIT
$79.3B
| – | – |
-21,280
|
|
||
|
AMED
78
DELISTED
Amedisys
AMED
| – | – |
-9,674
|
|
||
79
The Greenbrier Companies
GBX
$1.33B
| – | – |
-5,018
|
|