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
201
$321K 0.06%
4,315
-180
202
$315K 0.06%
5,090
-74
203
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6,036
204
$299K 0.06%
2,521
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205
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+6,933
206
$294K 0.06%
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-50
207
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+2,761
208
$289K 0.06%
3,413
209
$287K 0.06%
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210
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211
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5,323
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212
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213
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5,104
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214
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60,000
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216
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218
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219
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16,110
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220
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221
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2,108
222
$244K 0.05%
3,754
-202
223
$240K 0.05%
+3,872
224
$239K 0.05%
1,269
-12
225
$237K 0.05%
2,000
-325
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10 11