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
$425M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$14.1M
3
+$13.5M
4
KATE
Kate Spade & Company
KATE
+$13.1M
5
KSU
Kansas City Southern
KSU
+$12.8M

Top Sells

1
+$14M
2
+$12.9M
3
+$11.8M
4
NXPI icon
NXP Semiconductors
NXPI
+$9.37M
5
PLKI
Popeyes Louisiana Kitchen, Inc.
PLKI
+$7.44M

Sector Composition

1 Industrials 26.68%
2 Consumer Discretionary 21.66%
3 Technology 15.33%
4 Consumer Staples 13.59%
5 Energy 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
-390,000
28
– –
0
29
– –
-300,000
30
– –
-492,800
31
– –
0
32
– –
0
1
2