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
51
$1.24M 0.42%
+6,189
52
$1.18M 0.4%
+30,692
53
$1.16M 0.39%
+14,928
54
$1.13M 0.38%
8,137
-14
55
$1.07M 0.36%
6,170
-10
56
$1.06M 0.36%
+198,968
57
$943K 0.32%
3,718
-6
58
$934K 0.32%
5,656
-8
59
$917K 0.31%
1,578
-2
60
$879K 0.3%
8,556
-14
61
$856K 0.29%
32,604
-56
62
$828K 0.28%
10,837
-18
63
$798K 0.27%
966
64
$794K 0.27%
10,792
-18
65
$721K 0.24%
3,245
-4
66
$568K 0.19%
37,643
+18,858
67
$553K 0.19%
1,740
-2
68
$552K 0.19%
34,099
+17,034
69
$548K 0.19%
34,888
+17,938
70
$529K 0.18%
33,002
+17,026
71
$503K 0.17%
42,571
+21,492
72
$477K 0.16%
1,656
-31
73
$467K 0.16%
7,232
-12
74
$420K 0.14%
27,291
+14,686
75
$367K 0.12%
11,846
-222
1 2
3
4