CCG

Cypress Capital Group Portfolio holdings

AUM $804M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$2.4M
3
+$1.85M
4
ABBV icon
AbbVie
ABBV
+$1.66M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.32M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.45M
4
CAH icon
Cardinal Health
CAH
+$1.11M
5
DG icon
Dollar General
DG
+$1.03M

Sector Composition

1 Technology 19.49%
2 Healthcare 16.51%
3 Financials 10.79%
4 Consumer Discretionary 8.82%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$265K 0.03%
2,754
-13
277
$260K 0.03%
8,300
+404
278
$260K 0.03%
1,243
+125
279
$260K 0.03%
+5,330
280
$259K 0.03%
+3,068
281
$251K 0.03%
9,686
+204
282
$250K 0.03%
916
+92
283
$246K 0.03%
2,360
+362
284
$242K 0.03%
+3,395
285
$223K 0.03%
738
-20
286
$223K 0.03%
+4,186
287
$222K 0.03%
37,000
+5,000
288
$221K 0.03%
+4,755
289
$221K 0.03%
+1,222
290
$220K 0.03%
1,447
+6
291
$220K 0.03%
3,410
-5,361
292
$216K 0.03%
2,635
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293
$216K 0.03%
4,250
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294
$212K 0.03%
1,156
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295
$209K 0.03%
+5,425
296
$207K 0.03%
791
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297
$206K 0.03%
+2,802
298
$202K 0.02%
4,140
299
$202K 0.02%
+3,581
300
$201K 0.02%
1,766
-412
10 11
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