CAM

Cypress Asset Management Portfolio holdings

AUM $455M
1-Year Est. Return 26.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$522M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$3.89M
3
+$1.14M
4
VZ icon
Verizon
VZ
+$1.11M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$902K

Top Sells

1
+$3.78M
2
+$2.45M
3
+$2.2M
4
YUM icon
Yum! Brands
YUM
+$1.45M
5
SNY icon
Sanofi
SNY
+$942K

Sector Composition

1 Consumer Staples 17.16%
2 Energy 14.65%
3 Industrials 13.91%
4 Healthcare 13.54%
5 Financials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$210K 0.04%
+2,665
202
$207K 0.04%
5,069
203
$176K 0.03%
13,368
-2,317
204
$158K 0.03%
13,000
-250
205
– –
-4,425
206
– –
-3,409
207
– –
-7,775
208
– –
-53,555
209
– –
-29,430
210
– –
-230
211
– –
-13,064
212
– –
-3,750
213
– –
-12,450
214
– –
-8,800
5 6 7 8
9