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
$326M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$19.6M
3
+$18.9M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$11.4M
5
AVGO icon
Broadcom
AVGO
+$6M

Top Sells

1
+$25.2M
2
+$23.9M
3
+$19.8M
4
SMCI icon
Super Micro Computer
SMCI
+$8.46M
5
CEG icon
Constellation Energy
CEG
+$7.73M

Sector Composition

1 Technology 17.05%
2 Healthcare 14.05%
3 Industrials 12.09%
4 Consumer Discretionary 9.61%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 0.96%
31,416
-19,078
27
$3.07M 0.94%
1,582
+69
28
$2.93M 0.9%
+55,400
29
$2.87M 0.88%
52,448
-2,604
30
$2.85M 0.87%
10,966
-29,714
31
$2.81M 0.86%
12,871
+759
32
$2.76M 0.85%
2,657
+138
33
$2.72M 0.83%
1,906
+69
34
$2.7M 0.83%
11,479
+690
35
$2.68M 0.82%
22,469
+1,380
36
$2.65M 0.81%
2,519
+138
37
$2.62M 0.8%
119,116
+7,420
38
$2.61M 0.8%
49,765
+3,105
39
$2.51M 0.77%
+31,094
40
$2.51M 0.77%
7,570
+414
41
$2.5M 0.77%
+15,658
42
$2.35M 0.72%
+100,180
43
$2.17M 0.67%
13,804
44
$2.12M 0.65%
22,792
+1,380
45
$2.07M 0.64%
10,673
+621
46
$2.07M 0.63%
4,080
+207
47
$1.9M 0.58%
9,268
+552
48
$1.85M 0.57%
40,730
+2,521
49
$1.8M 0.55%
43,110
-203,250
50
$1.48M 0.45%
22,321
+1,380
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