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
$769M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.46M
3
+$5.07M
4
INDY icon
iShares S&P India Nifty 50 Index Fund
INDY
+$1.74M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.69M

Top Sells

1
+$1.71M
2
+$1.52M
3
+$1.43M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.38M
5
LLY icon
Eli Lilly
LLY
+$1.23M

Sector Composition

1 Technology 19.6%
2 Healthcare 16.45%
3 Financials 10.19%
4 Consumer Discretionary 8.46%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$916K 0.12%
3,514
152
$916K 0.12%
2,000
-33
153
$908K 0.12%
6,368
+17
154
$906K 0.12%
11,694
155
$905K 0.12%
11,257
-203
156
$896K 0.12%
7,586
-143
157
$892K 0.12%
6,260
-514
158
$887K 0.12%
1,810
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159
$884K 0.12%
8,404
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160
$879K 0.11%
+11,339
161
$874K 0.11%
3,583
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162
$874K 0.11%
9,763
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163
$870K 0.11%
12,387
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164
$854K 0.11%
2,135
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165
$850K 0.11%
16,814
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166
$846K 0.11%
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167
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13,568
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171
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$753K 0.1%
11,234
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174
$752K 0.1%
3,584
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$741K 0.1%
9,839
+15
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