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
126
$862K 0.16%
17,006
+4,876
127
$820K 0.15%
3,512
-12
128
$820K 0.15%
15,562
+640
129
$798K 0.15%
7,583
-22
130
$762K 0.14%
8,625
-912
131
$758K 0.14%
29,585
-1,639
132
$741K 0.14%
+3,482
133
$736K 0.13%
+21,639
134
$709K 0.13%
+2,257
135
$697K 0.13%
8,535
+1,900
136
$696K 0.13%
10,712
+3,363
137
$696K 0.13%
+3,365
138
$693K 0.13%
39,747
+22,780
139
$681K 0.12%
6,514
+3,494
140
$671K 0.12%
+4,812
141
$667K 0.12%
8,766
+5,370
142
$658K 0.12%
+10,886
143
$656K 0.12%
53,178
+14,190
144
$655K 0.12%
36,050
-2,000
145
$655K 0.12%
4,227
+19
146
$644K 0.12%
+12,193
147
$634K 0.12%
15,892
+4,781
148
$634K 0.12%
+5,410
149
$621K 0.11%
390
+128
150
$593K 0.11%
10,857
+2,651
4 5
6
7 8