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
$294M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.68M
3
+$7.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.35M
5
JPM icon
JPMorgan Chase
JPM
+$7.29M

Top Sells

1
+$39.7M
2
+$13.2M
3
+$9.63M
4
BSX icon
Boston Scientific
BSX
+$7.52M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.03M

Sector Composition

1 Industrials 15.25%
2 Technology 12.88%
3 Consumer Discretionary 8.23%
4 Financials 6.1%
5 Healthcare 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.51M 1.19%
124,038
-214
27
$3.32M 1.13%
26,328
28
$3M 1.02%
1,628
-2
29
$2.93M 1%
51,829
-88
30
$2.73M 0.93%
+201,690
31
$2.7M 0.92%
1,952
-2
32
$2.64M 0.9%
+16,312
33
$2.54M 0.86%
13,377
-22
34
$2.54M 0.86%
+13,248
35
$2.53M 0.86%
+8,780
36
$2.29M 0.78%
11,380
-18
37
$2.22M 0.75%
13,804
38
$2.2M 0.75%
+27,840
39
$2.18M 0.74%
9,636
-16
40
$2.12M 0.72%
41,502
-5,738
41
$1.92M 0.65%
17,679
+14,098
42
$1.9M 0.65%
+19,898
43
$1.88M 0.64%
23,241
-40
44
$1.75M 0.59%
+14,904
45
$1.62M 0.55%
23,389
-40
46
$1.54M 0.52%
+33,000
47
$1.36M 0.46%
296
48
$1.31M 0.45%
2,709
-4
49
$1.25M 0.43%
3,779
-6
50
$1.24M 0.42%
1,260
-1,493
1
2
3 4