CCG

Cypress Capital Group Portfolio holdings

AUM $889M
1-Year Est. Return 27.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.4M
3
+$1.12M
4
VZ icon
Verizon
VZ
+$970K
5
DOW icon
Dow Inc
DOW
+$952K

Top Sells

1
+$4.27M
2
+$4.11M
3
+$3.26M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.83M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.53M

Sector Composition

1 Healthcare 19.88%
2 Technology 16.91%
3 Financials 10.45%
4 Consumer Discretionary 8.36%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$136K 0.02%
12,455
277
$80K 0.01%
+10,000
278
$56K 0.01%
18,163
279
$24K ﹤0.01%
1,400
280
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281
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9 10 11
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