Nasdaq - Delayed Quote USD

Buffalo Small Growth Cap (BUFSX)

15.03 +0.12 (+0.80%)
At close: September 17 at 6:46 PM EDT

Top 10 Holdings (24.62% of Total Assets)

SymbolCompany% Assets
HALO
Halozyme Therapeutics, Inc. 2.86%
ICFI
ICF International, Inc. 2.81%
SUM
Summit Materials, Inc. 2.74%
HLNE
Hamilton Lane Incorporated 2.64%
FOUR
Shift4 Payments, Inc. 2.57%
FIGXX
Fidelity Colchester Street Trust - Fidelity Investments Money Market Funds - Government Portfolio 2.44%
BWIN
The Baldwin Insurance Group, Inc. 2.30%
WMS
Advanced Drainage Systems, Inc. 2.14%
PLMR
Palomar Holdings, Inc. 2.07%
OLED
Universal Display Corporation 2.05%

Sector Weightings

SectorBUFSX
Technology   23.84%
Healthcare   23.78%
Industrials   19.45%
Energy   4.76%
Real Estate   0.00%
Utilities   0.00%

Overall Portfolio Composition (%)

Cash 2.44%
Stocks 97.55%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average BUFSX Category Average
Price/Earnings 0.04 34.63
Price/Book 0.3 5.39
Price/Sales 0.4 3.86
Price/Cashflow 0.06 22.99
Median Market Cap 3,352.07 5,964.6
3 Year Earnings Growth 26.11 15.48

Bond Holdings

Performance & Risk

YTD Return 5.10%
5y Average Return 8.20%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Buffalo
Net Assets 648.06M
YTD Return 6.37%
Yield 0.00%
Morningstar Rating
Inception Date Jul 01, 2019

Fund Summary

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants, and rights of “small-cap growth companies.

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