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
$664M
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.8M
3
+$1.64M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.41M
5
RTX icon
RTX Corp
RTX
+$1.38M

Top Sells

1
+$1.53M
2
+$1.1M
3
+$1.08M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$1.05M
5
LRCX icon
Lam Research
LRCX
+$1.02M

Sector Composition

1 Technology 18.18%
2 Healthcare 16.11%
3 Financials 10.52%
4 Consumer Discretionary 10.21%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$360K 0.05%
9,537
-980
227
$356K 0.05%
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-326
228
$353K 0.05%
+11,112
229
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713
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231
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232
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2,270
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233
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234
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+2,507
235
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236
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1,640
237
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238
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239
$263K 0.04%
3,100
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2,550
241
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244
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245
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246
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2,096
247
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2,510
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248
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2,392
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249
$235K 0.04%
+5,047
250
$224K 0.03%
+5,003
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