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CI
Cavalier Investments Portfolio holdings
AUM
$3.7B
1-Year Est. Return
51.42%
This Fund
S&P 500
This Quarter
Est. Return
+5.01%
1 Year Est. Return
+51.42%
3 Year Est. Return
+153.91%
5 Year Est. Return
+153.63%
10 Year Est. Return
+741.94%
AUM
$3.7B
AUM Growth
+$1.75B
(+90%)
Cap. Flow
+$1.89B
Cap. Flow
% of AUM
50.97%
Top 10 Holdings %
Top 10 Hldgs %
77.45%
Holding
140
New
53
Increased
28
Reduced
28
Closed
28
Top Buys
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$52.2M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$45.2M |
| 3 |
KLA
KLAC
|
+$14.2M |
| 4 |
United States Oil Fund
USO
|
+$10.8M |
| 5 |
RTX Corp
RTX
|
+$8.08M |
Top Sells
| 1 |
GE Aerospace
GE
|
+$18.7M |
| 2 |
Western Digital
WDC
|
+$15.5M |
| 3 |
Reddit
RDDT
|
+$11.8M |
| 4 |
Vanguard Financials ETF
VFH
|
+$9.77M |
| 5 |
Microsoft
MSFT
|
+$9.27M |
Sector Composition
| 1 | Technology | 1.27% |
| 2 | Industrials | 0.5% |
| 3 | Materials | 0.17% |
| 4 | Financials | 0.14% |
| 5 | Communication Services | 0.12% |
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