CCG

Cypress Capital Group Portfolio holdings

AUM $836M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.68M
3
+$2.12M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$1.57M
5
LRCX icon
Lam Research
LRCX
+$1.52M

Top Sells

1
+$11.6M
2
+$1.01M
3
+$786K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$550K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$524K

Sector Composition

1 Healthcare 18.45%
2 Technology 18.09%
3 Financials 10.99%
4 Consumer Discretionary 9.46%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$230K 0.04%
+837
227
$228K 0.04%
+2,035
228
$225K 0.04%
+5,117
229
$224K 0.04%
+3,169
230
$222K 0.04%
+2,550
231
$220K 0.04%
+3,864
232
$216K 0.04%
11,815
233
$212K 0.04%
+4,150
234
$209K 0.04%
+1,089
235
$205K 0.04%
+1,090
236
$201K 0.04%
+12,493
237
$201K 0.04%
+1,640
238
$178K 0.03%
18,000
239
$87K 0.02%
19,691
+2,222
240
$78K 0.01%
21,840
-9,257
241
$74K 0.01%
+4,000
242
$39K 0.01%
500
243
– –
-1,522
244
– –
-20,645
245
– –
-2,135
246
– –
-21,065
247
– –
-3,353
248
– –
-6,200
6 7 8 9
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