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
126
$802K 0.15%
38,025
-32,510
127
$776K 0.15%
15,375
+600
128
$738K 0.14%
37,375
+10,825
129
$731K 0.14%
13,695
+285
130
$727K 0.14%
8,170
-961
131
$708K 0.14%
15,232
-30
132
$701K 0.14%
357
+54
133
$698K 0.13%
4,371
134
$692K 0.13%
8,319
+3,649
135
$690K 0.13%
5,459
+15
136
$689K 0.13%
8,800
-3,658
137
$684K 0.13%
3,841
+1,519
138
$678K 0.13%
5,455
-290
139
$678K 0.13%
5,242
+1,500
140
$670K 0.13%
4,100
141
$664K 0.13%
14,738
+1,208
142
$661K 0.13%
8,630
+100
143
$659K 0.13%
30,992
+9,450
144
$646K 0.12%
11,550
145
$643K 0.12%
4,234
-78
146
$626K 0.12%
5,782
-5,070
147
$596K 0.11%
6,829
-2,360
148
$581K 0.11%
3,875
-22
149
$562K 0.11%
8,922
-1,878
150
$508K 0.1%
17,514
+5,198
4 5
6
7 8