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
$546M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.68M
3
+$2.12M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$1.57M
5
LRCX icon
Lam Research
LRCX
+$1.52M

Top Sells

1
+$11.6M
2
+$1.01M
3
+$786K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$550K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$524K

Sector Composition

1 Healthcare 18.45%
2 Technology 18.09%
3 Financials 10.99%
4 Consumer Discretionary 9.46%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.84M 0.34%
26,000
+1,740
77
$1.8M 0.33%
15,013
+1,857
78
$1.78M 0.33%
83,293
+2,200
79
$1.75M 0.32%
94,785
+5,255
80
$1.67M 0.31%
76,387
+4,849
81
$1.65M 0.3%
27,536
-2,184
82
$1.63M 0.3%
29,510
-866
83
$1.63M 0.3%
20,190
-708
84
$1.62M 0.3%
14,015
+3,291
85
$1.6M 0.29%
5,525
+4,567
86
$1.45M 0.27%
68,235
-6,685
87
$1.44M 0.26%
8,055
-851
88
$1.43M 0.26%
12,806
+154
89
$1.39M 0.25%
6,342
+2,940
90
$1.36M 0.25%
4,964
-13
91
$1.34M 0.25%
25,054
+16,184
92
$1.33M 0.24%
21,301
-369
93
$1.32M 0.24%
5,816
+2,360
94
$1.32M 0.24%
8,396
+8
95
$1.31M 0.24%
60,127
+3,440
96
$1.29M 0.24%
25,110
+6,335
97
$1.27M 0.23%
29,400
-525
98
$1.26M 0.23%
17,509
-2,174
99
$1.25M 0.23%
8,380
-2,234
100
$1.25M 0.23%
4,178
+11
2 3
4
5 6