CI

Cavalier Investments Portfolio holdings

AUM $248M
1-Year Est. Return 32.8%
This Quarter Est. Return
1 Year Est. Return
+32.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.26M
3
+$1.72M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.54M
5
SHOP icon
Shopify
SHOP
+$1.4M

Top Sells

1
+$7.17M
2
+$4.27M
3
+$2.16M
4
OLED icon
Universal Display
OLED
+$2.12M
5
CDNS icon
Cadence Design Systems
CDNS
+$2.12M

Sector Composition

1 Technology 12.19%
2 Healthcare 6.15%
3 Financials 4.41%
4 Communication Services 3.62%
5 Consumer Discretionary 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.76%
+2,119
27
$1.32M 0.76%
+32,480
28
$1.32M 0.76%
9,619
-4,281
29
$1.31M 0.76%
6,455
+1,355
30
$1.31M 0.76%
+5,552
31
$1.3M 0.75%
+14,304
32
$1.3M 0.75%
4,160
-6,040
33
$1.29M 0.75%
+3,867
34
$1.29M 0.74%
+27,604
35
$1.29M 0.74%
+17,438
36
$1.29M 0.74%
+28,270
37
$1.29M 0.74%
+4,359
38
$1.28M 0.74%
+6,823
39
$1.28M 0.74%
12,612
+5,012
40
$1.27M 0.74%
+3,867
41
$1.27M 0.73%
+8,095
42
$1.27M 0.73%
+9,588
43
$1.26M 0.73%
+5,044
44
$1.26M 0.73%
+9,947
45
$1.26M 0.73%
+16,639
46
$1.26M 0.73%
+4,708
47
$1.26M 0.73%
+6,516
48
$1.25M 0.72%
+2,504
49
$1.25M 0.72%
2,996
+1,496
50
$1.24M 0.71%
+17,500
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