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
$299M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$10.6M
3
+$9.52M
4
CRS icon
Carpenter Technology
CRS
+$4.48M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.03M

Top Sells

1
+$24.4M
2
+$21M
3
+$11.4M
4
NVDA icon
NVIDIA
NVDA
+$8.33M
5
AAPL icon
Apple
AAPL
+$6.1M

Sector Composition

1 Industrials 12.62%
2 Consumer Discretionary 11.27%
3 Healthcare 8.06%
4 Technology 7.36%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 0.88%
+11,675
27
$2.61M 0.87%
7,858
+288
28
$2.58M 0.86%
47,240
-5,208
29
$2.55M 0.85%
11,398
+432
30
$2.48M 0.83%
1,954
+48
31
$2.29M 0.76%
13,804
32
$2.05M 0.69%
42,458
+1,728
33
$2.02M 0.67%
23,429
+960
34
$1.92M 0.64%
23,281
+960
35
$1.89M 0.63%
9,652
+384
36
$1.62M 0.54%
10,855
+432
37
$1.47M 0.49%
296
38
$1.44M 0.48%
2,713
+96
39
$1.27M 0.42%
8,151
+336
40
$1.22M 0.41%
6,180
+240
41
$1.21M 0.4%
31,252
+1,296
42
$1.17M 0.39%
3,785
+144
43
$1.14M 0.38%
5,664
+192
44
$1.13M 0.38%
4,698
+192
45
$1.04M 0.35%
8,570
+336
46
$999K 0.33%
10,810
+432
47
$911K 0.3%
1,580
+48
48
$908K 0.3%
12,022
+405
49
$873K 0.29%
3,724
+144
50
$814K 0.27%
3,249
-24,375
1
2
3 4