CCG
Cypress Capital Group Portfolio holdings
AUM
$804M
This Quarter Return
+10.35%
1 Year Return
+18.25%
3 Year Return
+72.12%
5 Year Return
+121.81%
10 Year Return
+275.01%
AUM
$835M
AUM Growth
+$835M
(+8.6%)
Cap. Flow
+$20.6M
Cap. Flow
% of AUM
2.46%
Top 10 Holdings %
Top 10 Hldgs %
31.96%
Holding
315
New
21
Increased
111
Reduced
149
Closed
23
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$9.09M |
| 2 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$8.93M |
| 3 |
Walmart
WMT
|
$5.3M |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$4.68M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$1.97M |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$9.95M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.88M |
| 3 |
Accenture
ACN
|
$1.2M |
| 4 |
Gartner
IT
|
$1.12M |
| 5 |
AutoZone
AZO
|
$1.04M |
Sector Composition
| 1 | Technology | 19.01% |
| 2 | Healthcare | 17.13% |
| 3 | Financials | 10.58% |
| 4 | Consumer Discretionary | 8.42% |
| 5 | Energy | 6.44% |
