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
$664M
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.8M
3
+$1.64M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.41M
5
RTX icon
RTX Corp
RTX
+$1.38M

Top Sells

1
+$1.53M
2
+$1.1M
3
+$1.08M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$1.05M
5
LRCX icon
Lam Research
LRCX
+$1.02M

Sector Composition

1 Technology 18.18%
2 Healthcare 16.11%
3 Financials 10.52%
4 Consumer Discretionary 10.21%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$765K 0.12%
16,414
-394
152
$765K 0.12%
+9,190
153
$760K 0.11%
8,700
-450
154
$749K 0.11%
3,825
+1,285
155
$749K 0.11%
+13,631
156
$747K 0.11%
11,272
-217
157
$744K 0.11%
3,439
-33
158
$743K 0.11%
48,990
159
$739K 0.11%
5,128
-125
160
$738K 0.11%
13,650
+4,610
161
$727K 0.11%
15,185
+30
162
$722K 0.11%
633
+186
163
$720K 0.11%
5,534
+2,043
164
$718K 0.11%
15,882
+781
165
$711K 0.11%
9,876
+615
166
$704K 0.11%
23,268
+705
167
$701K 0.11%
7,628
-1
168
$699K 0.11%
23,510
-12,740
169
$698K 0.11%
+26,400
170
$693K 0.1%
3,272
-22
171
$690K 0.1%
11,228
-202
172
$680K 0.1%
4,280
-250
173
$662K 0.1%
1,724
+602
174
$661K 0.1%
3,863
+77
175
$659K 0.1%
4,702
+155
5 6
7
8 9