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
176
$474K 0.09%
11,173
+4,924
177
$461K 0.08%
19,845
+120
178
$460K 0.08%
4,347
+1,745
179
$452K 0.08%
724
+189
180
$448K 0.08%
4,883
+1,325
181
$429K 0.08%
6,718
+449
182
$422K 0.08%
+21,285
183
$412K 0.08%
2,364
+1
184
$411K 0.08%
4,698
+310
185
$406K 0.07%
3,672
-175
186
$406K 0.07%
5,983
+908
187
$397K 0.07%
18,542
-6,900
188
$397K 0.07%
+10,836
189
$392K 0.07%
2,493
+431
190
$390K 0.07%
8,160
+645
191
$388K 0.07%
+6,792
192
$384K 0.07%
7,645
-240
193
$384K 0.07%
+2,128
194
$384K 0.07%
11,510
-711
195
$375K 0.07%
21,735
+2,145
196
$363K 0.07%
9,170
+30
197
$360K 0.07%
6,759
198
$350K 0.06%
19,030
-50
199
$343K 0.06%
8,200
-155
200
$338K 0.06%
2,360
6 7
8
9 10