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
201
$336K 0.06%
3,125
+19
202
$331K 0.06%
+5,429
203
$328K 0.06%
+1,706
204
$327K 0.06%
+4,542
205
$315K 0.06%
+4,554
206
$312K 0.06%
+11,102
207
$311K 0.06%
+1,182
208
$299K 0.05%
1,703
+9
209
$295K 0.05%
+4,023
210
$293K 0.05%
+13,197
211
$288K 0.05%
6,450
212
$287K 0.05%
6,036
213
$274K 0.05%
3,550
214
$272K 0.05%
+6,562
215
$272K 0.05%
+6,545
216
$269K 0.05%
2,762
+50
217
$260K 0.05%
1,380
+34
218
$253K 0.05%
+1,915
219
$252K 0.05%
+1,042
220
$251K 0.05%
3,133
-799
221
$250K 0.05%
+4,397
222
$249K 0.05%
5,224
-2,384
223
$242K 0.04%
4,111
-1,867
224
$237K 0.04%
+2,485
225
$233K 0.04%
2,557
-165
6 7 8
9
10