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
$375M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$22.4M
3
+$19.1M
4
RTN
Raytheon Company
RTN
+$18.1M
5
DHI icon
D.R. Horton
DHI
+$12.5M

Top Sells

1
+$21.3M
2
+$21.1M
3
+$18.5M
4
MSFT icon
Microsoft
MSFT
+$10.2M
5
GM icon
General Motors
GM
+$9.9M

Sector Composition

1 Consumer Discretionary 28.21%
2 Industrials 26.67%
3 Technology 19.41%
4 Consumer Staples 10.41%
5 Communication Services 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-585,000
27
– –
-350,000
28
– –
-200,000
29
– –
0
30
– –
0
31
– –
-135,584
32
– –
-50,000
1
2