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
251
$218K 0.03%
+7,395
252
$215K 0.03%
2,750
+196
253
$214K 0.03%
+1,029
254
$212K 0.03%
1,186
-119
255
$211K 0.03%
+2,685
256
$210K 0.03%
2,121
-456
257
$209K 0.03%
+3,300
258
$209K 0.03%
+1,520
259
$208K 0.03%
4,750
-1,820
260
$203K 0.03%
3,008
-489
261
$202K 0.03%
+950
262
$149K 0.02%
+15,260
263
$109K 0.02%
+2,024
264
$92K 0.01%
5,067
265
$77K 0.01%
19,691
266
$14K ﹤0.01%
20,724
-450
267
– –
-10,000
268
– –
-18,906
269
– –
-1,387
270
– –
-3,595
271
– –
-2,601
272
– –
-3,792
273
– –
-3,272
274
– –
-13,332
275
– –
-3,682
8 9 10
11
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