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CCG

Cypress Capital Group Portfolio holdings

AUM $889M
1-Year Est. Return 27.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$889M
AUM Growth
-$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.44M
3
+$4.11M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$2.23M
5
OKE icon
Oneok
OKE
+$2.2M

Top Sells

1
+$4.58M
2
+$2.8M
3
+$1.99M
4
LIN icon
Linde
LIN
+$1.93M
5
ABT icon
Abbott
ABT
+$1.38M

Sector Composition

1 Technology 19.25%
2 Healthcare 15.09%
3 Financials 11.92%
4 Consumer Discretionary 7.22%
5 Energy 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ET icon
201
Energy Transfer Partners
ET
$66B
$359K 0.04%
+18,620
CB icon
202
Chubb
CB
$132B
$359K 0.04%
1,101
+36
TPL icon
203
Texas Pacific Land
TPL
$27.3B
$358K 0.04%
+755
GSY icon
204
Invesco Ultra Short Duration ETF
GSY
$3.54B
$346K 0.04%
6,910
-993
PFN
205
PIMCO Income Strategy Fund II
PFN
$690M
$325K 0.04%
47,157
JEPI icon
206
JPMorgan Equity Premium Income ETF
JEPI
$44.3B
$306K 0.03%
5,400
COF icon
207
Capital One
COF
$126B
$301K 0.03%
1,651
-25
IVW icon
208
iShares S&P 500 Growth ETF
IVW
$72.2B
$300K 0.03%
2,650
NZF icon
209
Nuveen Municipal Credit Income Fund
NZF
$2.46B
$293K 0.03%
+24,078
CAH icon
210
Cardinal Health
CAH
$55.7B
$293K 0.03%
1,385
+100
GLDM icon
211
SPDR Gold MiniShares Trust
GLDM
$27.7B
$285K 0.03%
+3,072
VNQ icon
212
Vanguard Real Estate ETF
VNQ
$38.2B
$283K 0.03%
3,193
+532
VB icon
213
Vanguard Small-Cap ETF
VB
$80.4B
$282K 0.03%
1,076
-117
HYG icon
214
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$280K 0.03%
3,525
+600
PFF icon
215
iShares Preferred and Income Securities ETF
PFF
$13.1B
$278K 0.03%
9,164
-1,025
SCHW
216
Charles Schwab
SCHW
$158B
$277K 0.03%
2,945
+118
UCB
217
United Community Banks
UCB
$4.26B
$275K 0.03%
8,745
MS icon
218
Morgan Stanley
MS
$334B
$272K 0.03%
1,655
-24
LMBS icon
219
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.34B
$264K 0.03%
5,305
-13,700
BKMS
220
BNY Mellon Municipal Short Duration ETF
BKMS
$437M
$258K 0.03%
+10,099
ECL icon
221
Ecolab
ECL
$79.8B
$256K 0.03%
961
-39
ALB icon
222
Albemarle
ALB
$15.8B
$253K 0.03%
+1,410
SHY icon
223
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$252K 0.03%
3,057
KLAC icon
224
KLA
KLAC
$325B
$252K 0.03%
+171
IWN icon
225
iShares Russell 2000 Value ETF
IWN
$14.6B
$246K 0.03%
1,296
7 8
9
10 11