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
101
$1.22M 0.22%
9,648
+4,725
102
$1.21M 0.22%
7,915
+5,194
103
$1.21M 0.22%
6,699
+166
104
$1.2M 0.22%
6,266
+1,995
105
$1.2M 0.22%
65,721
-2,050
106
$1.16M 0.21%
4,344
+2,717
107
$1.12M 0.21%
47,199
+407
108
$1.1M 0.2%
28,322
+403
109
$1.08M 0.2%
12,387
+5,067
110
$1.08M 0.2%
17,431
111
$1.08M 0.2%
6,210
+3,936
112
$1.07M 0.2%
48,500
+10,590
113
$1.07M 0.2%
9,583
+1,907
114
$1.02M 0.19%
24,397
-76
115
$1M 0.18%
2,583
+1,648
116
$999K 0.18%
12,639
+7,165
117
$999K 0.18%
6,911
-53
118
$991K 0.18%
18,900
+12,140
119
$990K 0.18%
28,160
-2,020
120
$983K 0.18%
10,785
-2,070
121
$961K 0.18%
27,720
+14,168
122
$930K 0.17%
17,021
+6,826
123
$896K 0.16%
7,082
+1,958
124
$893K 0.16%
+15,280
125
$892K 0.16%
7,825
+3,605
3 4
5
6 7