CF

Cypress Funds Portfolio holdings

AUM $605M
1-Year Est. Return 14.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$853M
AUM Growth
+$455M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$47.1M
3
+$29.5M
4
META icon
Meta Platforms (Facebook)
META
+$29.2M
5
NVDA icon
NVIDIA
NVDA
+$28.1M

Top Sells

1
+$15.8M

Sector Composition

1 Technology 52.51%
2 Consumer Discretionary 16.4%
3 Financials 12.69%
4 Communication Services 7.82%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$124M 14.52%
249,049
+126,372
2
$112M 13.17%
512,032
+237,791
3
$75M 8.79%
474,794
+222,908
4
$71.2M 8.34%
38,930
+14,647
5
$66.7M 7.82%
90,327
+47,207
6
$55.7M 6.53%
105,613
+39,986
7
$55.1M 6.46%
178,916
+101,450
8
$52.6M 6.16%
93,518
+35,465
9
$50.7M 5.94%
33,344
+12,656
10
$46.6M 5.46%
169,111
+79,211
11
$39.6M 4.64%
404,749
+152,665
12
$31.8M 3.72%
53,589
+20,791
13
$30.4M 3.57%
148,297
+100,982
14
$27.6M 3.23%
+490,750
15
$13.9M 1.63%
+17,371
16
– –
-185,397
17
– –
0