CCG

Cypress Capital Group Portfolio holdings

AUM $893M
1-Year Est. Return 27.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$561M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.38M
3
+$2.02M
4
RTX icon
RTX Corp
RTX
+$1.89M
5
XOM icon
Exxon Mobil
XOM
+$1.05M

Top Sells

1
+$3.31M
2
+$1.12M
3
+$970K
4
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$802K
5
AAPL icon
Apple
AAPL
+$691K

Sector Composition

1 Technology 15.82%
2 Healthcare 14.93%
3 Financials 12.68%
4 Consumer Discretionary 11.26%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$224K 0.04%
1,600
-260
227
$213K 0.04%
+2,667
228
$213K 0.04%
1,207
-35
229
$212K 0.04%
1,400
230
$210K 0.04%
+958
231
$209K 0.04%
+5,046
232
$204K 0.04%
+4,170
233
$204K 0.04%
+7,000
234
$201K 0.04%
+1,440
235
$201K 0.04%
+2,775
236
$201K 0.04%
+620
237
$119K 0.02%
2,135
238
$104K 0.02%
+34,389
239
$65K 0.01%
17,469
240
– –
-2,108
241
– –
-8,715
242
– –
-3,872
243
– –
-1,269
244
– –
-2,274
245
– –
-16,110
246
– –
-38,025
247
– –
-33,364
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