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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
$433M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.26M
3
+$875K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$561K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$479K

Top Sells

1
+$9.24M
2
+$3.37M
3
+$2.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.19M
5
VLO icon
Valero Energy
VLO
+$1.65M

Sector Composition

1 Healthcare 17.31%
2 Technology 16.02%
3 Financials 12.1%
4 Consumer Discretionary 8.96%
5 Industrials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$85K 0.02%
2,135
202
$54K 0.01%
17,469
203
$30K 0.01%
+500
204
– –
-4,170
205
– –
-5,676
206
– –
-2,000
207
– –
-1,440
208
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-2,667
209
– –
-8,970
210
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-4,515
211
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-4,412
212
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-1,551
213
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-3,676
214
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-1,400
215
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-1,600
216
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-14,083
217
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218
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219
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-9,338
220
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221
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222
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-5,046
223
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-2,369
224
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-1,621
225
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-4,585
6 7 8
9
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