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
176
$404K 0.08%
2,726
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177
$388K 0.07%
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178
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187
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6,698
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199
$324K 0.06%
5,510
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200
$322K 0.06%
6,445
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