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
$274M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.47M
3
+$3.78M
4
FICO icon
Fair Isaac
FICO
+$3.36M
5
AVGO icon
Broadcom
AVGO
+$2.82M

Top Sells

1
+$11.9M
2
+$7.68M
3
+$7.1M
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$6.9M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$4.69M

Sector Composition

1 Technology 23.2%
2 Industrials 9.27%
3 Healthcare 7.02%
4 Consumer Discretionary 4.6%
5 Financials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.46%
10,141
+560
52
$1.22M 0.45%
12,858
+681
53
$1.21M 0.44%
10,827
+569
54
$1.09M 0.4%
20,321
+1,121
55
$1.06M 0.39%
2,417
+112
56
$1.02M 0.37%
+10,080
57
$918K 0.34%
11,664
-5,616
58
$914K 0.33%
7,115
+392
59
$868K 0.32%
5,440
+280
60
$847K 0.31%
1,524
+56
61
$840K 0.31%
31,045
+1,737
62
$822K 0.3%
4,106
+224
63
$804K 0.29%
9,478
+504
64
$776K 0.28%
3,069
+168
65
$757K 0.28%
3,280
+168
66
$726K 0.26%
1,748
+56
67
$717K 0.26%
18,544
+1,009
68
$688K 0.25%
6,356
+336
69
$663K 0.24%
10,299
+560
70
$648K 0.24%
8,954
+477
71
$639K 0.23%
10,605
+561
72
$609K 0.22%
1,432
+56
73
$600K 0.22%
15,819
+849
74
$583K 0.21%
3,406
+168
75
$577K 0.21%
1,594
+56
1 2
3
4