CCA
Cypress Capital Advisors Portfolio holdings
AUM
$184M
1-Year Est. Return
17.49%
This Fund
S&P 500
1 Year Est. Return
+17.49%
AUM
$186M
AUM Growth
+$10.7M
(+6.1%)
Holding
78
Top Buys
| 1 | +$5.13M | |
| 2 | +$3.15M | |
| 3 | +$2.8M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.47M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.3M |
Top Sells
| 1 | +$1.88M | |
| 2 | +$1.7M | |
| 3 | +$1.14M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.02M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$772K |
Sector Composition
| 1 | Technology | 7.79% |
| 2 | Healthcare | 2.62% |
| 3 | Consumer Discretionary | 2.34% |
| 4 | Consumer Staples | 1.32% |
| 5 | Communication Services | 1.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Suncor Energy
SU
$74.2B
| $205K | 0.11% |
+4,630
|
|
||
77
iShares Core S&P US Growth ETF
IUSG
$29.7B
| – | – |
-1,333
|
|
||
78
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
| – | – |
-2,637
|
|