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
$600M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$3.46M
3
+$2.02M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.87M
5
QCOM icon
Qualcomm
QCOM
+$1.48M

Top Sells

1
+$2.7M
2
+$2.28M
3
+$1.22M
4
AAPL icon
Apple
AAPL
+$1.04M
5
CME icon
CME Group
CME
+$975K

Sector Composition

1 Technology 17.95%
2 Healthcare 16.71%
3 Consumer Discretionary 10.22%
4 Financials 10.15%
5 Consumer Staples 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$80K 0.01%
10,000
-8,000
252
$77K 0.01%
19,691
253
$47K 0.01%
21,174
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