CCG

Cypress Capital Group Portfolio holdings

AUM $804M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$738M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$3M
3
+$1.43M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.17M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$971K

Top Sells

1
+$9.87M
2
+$5.33M
3
+$2.43M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$769K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$758K

Sector Composition

1 Technology 18.29%
2 Healthcare 15.78%
3 Financials 11.2%
4 Consumer Discretionary 10.11%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.73M 0.23%
80,328
-235
102
$1.71M 0.23%
23,369
-12
103
$1.7M 0.23%
21,483
-2,995
104
$1.66M 0.23%
76,490
-2,170
105
$1.66M 0.22%
14,229
-563
106
$1.65M 0.22%
17,117
107
$1.62M 0.22%
73,125
+630
108
$1.56M 0.21%
6,002
-50
109
$1.5M 0.2%
6,734
-194
110
$1.47M 0.2%
5,395
-168
111
$1.44M 0.19%
23,600
+227
112
$1.43M 0.19%
7,481
-309
113
$1.39M 0.19%
28,312
114
$1.35M 0.18%
18,401
115
$1.33M 0.18%
6,964
-18
116
$1.31M 0.18%
22,879
-55
117
$1.3M 0.18%
61,081
-1,230
118
$1.3M 0.18%
4,087
119
$1.3M 0.18%
40,713
-770
120
$1.28M 0.17%
6,679
-115
121
$1.28M 0.17%
26,950
-2,565
122
$1.25M 0.17%
18,935
-1,175
123
$1.25M 0.17%
14,002
-531
124
$1.22M 0.17%
9,416
-141
125
$1.2M 0.16%
17,366
+1,492
3 4
5
6 7