CCA

Cypress Capital Advisors Portfolio holdings

AUM $160M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$11.9M
3
+$9.39M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.12M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$7.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.7%
2 Consumer Discretionary 4.07%
3 Healthcare 3.23%
4 Consumer Staples 2.45%
5 Industrials 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.3M 12.01%
+52,933
2
$11.9M 9.33%
+130,310
3
$9.39M 7.35%
+16,022
4
$8.12M 6.36%
+13,792
5
$7.76M 6.08%
+309,888
6
$7.04M 5.51%
+139,839
7
$5.9M 4.62%
+23,571
8
$5.55M 4.35%
+110,050
9
$5.23M 4.1%
+49,111
10
$4.35M 3.41%
+159,388
11
$4.16M 3.26%
+71,527
12
$3.67M 2.87%
+98,704
13
$2.82M 2.21%
+80,106
14
$2.38M 1.87%
+68,569
15
$2.17M 1.7%
+21,786
16
$1.94M 1.52%
+11,437
17
$1.24M 0.97%
+3,927
18
$1.24M 0.97%
+5,341
19
$1.19M 0.93%
+3,591
20
$1.14M 0.89%
+2,938
21
$1.12M 0.88%
+18,311
22
$1.08M 0.85%
+4,935
23
$1.05M 0.82%
+5,905
24
$1.03M 0.81%
+6,157
25
$1.01M 0.79%
+4,103
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