CCG
Cypress Capital Group Portfolio holdings
AUM
$804M
This Quarter Return
+7.02%
1 Year Return
+18.25%
3 Year Return
+72.12%
5 Year Return
+121.81%
10 Year Return
+275.01%
AUM
$738M
AUM Growth
+$738M
(+4.7%)
Cap. Flow
-$14.8M
Cap. Flow
% of AUM
-2%
Top 10 Holdings %
Top 10 Hldgs %
25.19%
Holding
292
New
16
Increased
69
Reduced
160
Closed
13
Top Buys
Top Sells
| 1 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
$12.4M |
| 2 |
Dover
DOV
|
$9.87M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$2.43M |
| 4 |
iShares Gold Trust
IAU
|
$777K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$769K |
Sector Composition
| 1 | Technology | 18.29% |
| 2 | Healthcare | 15.78% |
| 3 | Financials | 11.2% |
| 4 | Consumer Discretionary | 10.11% |
| 5 | Consumer Staples | 7.69% |
