CCG

Cypress Capital Group Portfolio holdings

AUM $893M
1-Year Est. Return 27.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$804M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$2.83M
3
+$2.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.83M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.79M

Top Sells

1
+$8.28M
2
+$7.98M
3
+$4.5M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.31M
5
INDY icon
iShares S&P India Nifty 50 Index Fund
INDY
+$2.72M

Sector Composition

1 Technology 20.36%
2 Healthcare 14.22%
3 Financials 13.19%
4 Consumer Discretionary 7.47%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$260K 0.03%
+3,067
202
$258K 0.03%
+2,828
203
$254K 0.03%
1,803
-19
204
$244K 0.03%
3,215
205
$242K 0.03%
+457
206
$239K 0.03%
3,400
+500
207
$238K 0.03%
+3,135
208
$237K 0.03%
2,661
-181
209
$235K 0.03%
2,505
210
$234K 0.03%
1,395
-1,589
211
$226K 0.03%
+3,187
212
$221K 0.03%
+2,373
213
$219K 0.03%
+144
214
$219K 0.03%
1,000
-848
215
$218K 0.03%
109
+1
216
$215K 0.03%
+3,200
217
$212K 0.03%
+695
218
$205K 0.03%
+2,564
219
$204K 0.03%
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220
$204K 0.03%
+936
221
$203K 0.03%
1,429
-16,891
222
$202K 0.03%
5,500
223
$179K 0.02%
+56,400
224
$141K 0.02%
+13,262
225
$126K 0.02%
42,000
+7,200
6 7 8
9
10