CF

Cypress Funds Portfolio holdings

AUM $605M
1-Year Est. Return 15.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$12.4M
3
+$12.1M
4
MGA icon
Magna International
MGA
+$10.5M
5
LMT icon
Lockheed Martin
LMT
+$10.3M

Top Sells

1
+$17.5M
2
+$17M
3
+$11.3M
4
LE icon
Lands' End
LE
+$11.2M
5
GM icon
General Motors
GM
+$8.33M

Sector Composition

1 Industrials 23.45%
2 Consumer Discretionary 18.4%
3 Healthcare 17.46%
4 Communication Services 13.85%
5 Financials 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
-250,000
1
2