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
101
$1.18M 0.23%
9,221
102
$1.18M 0.23%
18,328
+984
103
$1.17M 0.23%
22,995
-125
104
$1.17M 0.23%
34,305
-7,540
105
$1.16M 0.22%
+46,300
106
$1.14M 0.22%
56,220
+17,875
107
$1.13M 0.22%
10,608
-100
108
$1.12M 0.22%
8,003
+513
109
$1.12M 0.22%
94,440
+26,460
110
$1.11M 0.21%
38,683
-750
111
$1.07M 0.21%
17,480
+180
112
$1.03M 0.2%
27,495
-4,250
113
$1.03M 0.2%
5,029
114
$997K 0.19%
3,340
-25
115
$996K 0.19%
4,130
116
$982K 0.19%
13,501
-1,131
117
$973K 0.19%
12,252
+616
118
$970K 0.19%
13,232
-8,030
119
$896K 0.17%
7,477
-723
120
$871K 0.17%
+8,142
121
$870K 0.17%
3,524
-159
122
$846K 0.16%
11,402
+4,992
123
$843K 0.16%
+14,555
124
$834K 0.16%
5,067
125
$803K 0.15%
10,672
-3,781
3 4
5
6 7