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
51
$1.48M 0.46%
8,716
+248
52
$1.22M 0.38%
5,808
-5,050
53
$1.2M 0.37%
13,230
+372
54
$1.19M 0.37%
20,941
+620
55
$1.17M 0.36%
296
-1,469
56
$1.06M 0.33%
2,479
+62
57
$936K 0.29%
5,595
+155
58
$928K 0.29%
11,664
59
$927K 0.29%
32,006
+961
60
$906K 0.28%
7,332
+217
61
$856K 0.26%
4,230
+124
62
$816K 0.25%
9,757
+279
63
$803K 0.25%
3,373
+93
64
$736K 0.23%
1,463
+31
65
$712K 0.22%
19,102
+558
66
$697K 0.21%
6,542
+186
67
$678K 0.21%
9,202
+248
68
$650K 0.2%
1,779
+31
69
$648K 0.2%
16,284
+465
70
$625K 0.19%
10,915
+310
71
$582K 0.18%
10,609
+310
72
$573K 0.18%
1,625
+31
73
$555K 0.17%
3,499
+93
74
$526K 0.16%
2,133
+62
75
$423K 0.13%
1,966
1 2
3
4