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
$359M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$11.4M
3
+$7.8M
4
GM icon
General Motors
GM
+$6.17M
5
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$6.11M

Top Sells

1
+$20.8M
2
+$10.2M
3
+$9.41M
4
META icon
Meta Platforms (Facebook)
META
+$9.13M
5
HCA icon
HCA Healthcare
HCA
+$8.03M

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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31
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