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
76
$1.76M 0.34%
82,780
+14,030
77
$1.73M 0.33%
3,880
-419
78
$1.73M 0.33%
13,253
-3,208
79
$1.71M 0.33%
30,995
+4,616
80
$1.68M 0.32%
+57,521
81
$1.67M 0.32%
28,728
+512
82
$1.62M 0.31%
7,797
-52
83
$1.62M 0.31%
7,501
-232
84
$1.6M 0.31%
31,774
+3,575
85
$1.57M 0.3%
11,050
+352
86
$1.57M 0.3%
73,698
+17,500
87
$1.56M 0.3%
15,200
-545
88
$1.56M 0.3%
27,337
-4,255
89
$1.55M 0.3%
7,115
+1,932
90
$1.45M 0.28%
23,839
+229
91
$1.45M 0.28%
15,950
+890
92
$1.43M 0.28%
12,091
-234
93
$1.41M 0.27%
21,770
-2,550
94
$1.31M 0.25%
42,750
-2,770
95
$1.29M 0.25%
21,240
+3,000
96
$1.29M 0.25%
19,333
-749
97
$1.27M 0.24%
28,131
+6,076
98
$1.23M 0.24%
57,268
+20,857
99
$1.19M 0.23%
7,062
-1,023
100
$1.18M 0.23%
15,190
-1,065
2 3
4
5 6