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
$738M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$3M
3
+$1.43M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.17M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$971K

Top Sells

1
+$9.87M
2
+$5.33M
3
+$2.43M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$769K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$758K

Sector Composition

1 Technology 18.29%
2 Healthcare 15.78%
3 Financials 11.2%
4 Consumer Discretionary 10.11%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$200K 0.03%
+1,664
277
$200K 0.03%
+557
278
$164K 0.02%
+10,206
279
$96K 0.01%
5,067
280
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-3,536
281
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282
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-15,694
283
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-5,500
284
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-1,850
285
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-5,276
286
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287
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-9,190
288
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-13,503
289
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-2,778
290
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-3,006
291
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-72,000
292
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-1,640
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