CF

Cypress Funds Portfolio holdings

AUM $763M
1-Year Est. Return 16.38%
This Quarter Est. Return
1 Year Est. Return
+16.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.1M
3
+$8.96M
4
TPH icon
Tri Pointe Homes
TPH
+$6.54M
5
GM icon
General Motors
GM
+$6.44M

Top Sells

1
+$20.8M
2
+$10.9M
3
+$10.1M
4
META icon
Meta Platforms (Facebook)
META
+$9.87M
5
HCA icon
HCA Healthcare
HCA
+$8.98M

Sector Composition

1 Consumer Discretionary 30.64%
2 Industrials 26.5%
3 Technology 20.72%
4 Communication Services 5.83%
5 Healthcare 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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29
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0
30
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31
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0
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