CCG

Cypress Capital Group Portfolio holdings

AUM $804M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$433M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.24M
3
+$866K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$480K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$478K

Top Sells

1
+$9.24M
2
+$2.31M
3
+$1.84M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.82M
5
WELL icon
Welltower
WELL
+$1.24M

Sector Composition

1 Healthcare 17.31%
2 Technology 16.02%
3 Financials 12.1%
4 Consumer Discretionary 8.96%
5 Industrials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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