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
$519M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.46M
3
+$1.2M
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.07M

Top Sells

1
+$1.74M
2
+$1.5M
3
+$1.23M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$926K
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$686K

Sector Composition

1 Technology 15.57%
2 Healthcare 14.67%
3 Financials 12.73%
4 Consumer Discretionary 11.12%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.51M 1.06%
192,703
-3,205
27
$5.47M 1.05%
28,990
+885
28
$5.44M 1.05%
14,295
-1,173
29
$5.24M 1.01%
42,098
-3,402
30
$5.15M 0.99%
130,224
-5,631
31
$5.04M 0.97%
45,920
+422
32
$4.97M 0.96%
21,441
-1,752
33
$4.83M 0.93%
17,464
-980
34
$4.8M 0.92%
43,618
-1,512
35
$4.74M 0.91%
50,614
+1,139
36
$4.66M 0.9%
49,640
-447
37
$4.61M 0.89%
17,350
+15
38
$4.24M 0.82%
85,764
+6,330
39
$4.24M 0.82%
28,049
-4,469
40
$4.22M 0.81%
37,323
+1,645
41
$4.08M 0.79%
50,761
+845
42
$3.95M 0.76%
31,009
+2,235
43
$3.78M 0.73%
49,829
+1,728
44
$3.69M 0.71%
42,893
-1,725
45
$3.66M 0.7%
72,101
+11,764
46
$3.55M 0.68%
43,837
-1,967
47
$3.45M 0.67%
25,198
-2,962
48
$3.34M 0.64%
11,584
+605
49
$3.31M 0.64%
33,364
-2,612
50
$3.28M 0.63%
13,374
-108
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