CI
Cavalier Investments Portfolio holdings
AUM
$330M
This Quarter Return
-6.45%
1 Year Return
+37.17%
3 Year Return
+130.78%
5 Year Return
+190.15%
10 Year Return
+644.44%
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.74%
Holding
49
New
49
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$20.4M |
| 2 |
First Trust Financials AlphaDEX Fund
FXO
|
$20.2M |
| 3 |
First Trust Health Care AlphaDEX Fund
FXH
|
$18.7M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$11.7M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$3.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.21% |
| 2 | Healthcare | 4.8% |
| 3 | Consumer Discretionary | 4.05% |
| 4 | Industrials | 2.02% |
| 5 | Financials | 1.74% |
