CI

Cavalier Investments Portfolio holdings

AUM $330M
1-Year Est. Return 37.17%
This Quarter Est. Return
1 Year Est. Return
+37.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$9.43M
3
+$8.67M
4
CEG icon
Constellation Energy
CEG
+$6.13M
5
LLY icon
Eli Lilly
LLY
+$4.73M

Top Sells

1
+$5.82M
2
+$5.81M
3
+$4.94M
4
AVGO icon
Broadcom
AVGO
+$3.95M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.43M

Sector Composition

1 Technology 26.09%
2 Industrials 9.8%
3 Healthcare 7.24%
4 Consumer Discretionary 4.36%
5 Financials 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.18M 0.98%
11,803
+341
27
$3.06M 0.94%
6,072
+3,149
28
$3.01M 0.93%
21,089
+10,310
29
$2.9M 0.89%
26,328
30
$2.85M 0.88%
17,581
-14,339
31
$2.82M 0.87%
55,052
32
$2.7M 0.83%
16,820
-24,630
33
$2.64M 0.81%
10,789
+310
34
$2.53M 0.78%
46,660
-37,942
35
$2.5M 0.77%
2,381
-2,376
36
$2.37M 0.73%
27,634
+4,035
37
$2.35M 0.72%
1,837
+31
38
$2.3M 0.71%
3,873
+93
39
$2.27M 0.7%
2,519
+62
40
$2.26M 0.69%
12,112
+341
41
$2.25M 0.69%
1,513
-3,901
42
$2.24M 0.69%
+7,156
43
$2.13M 0.66%
111,696
+3,293
44
$1.93M 0.59%
13,804
45
$1.89M 0.58%
10,052
+279
46
$1.84M 0.56%
21,412
+620
47
$1.82M 0.56%
8,946
48
$1.58M 0.49%
11,137
+310
49
$1.57M 0.48%
38,209
+1,147
50
$1.55M 0.48%
5,047
+124
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2
3 4