CI
Cavalier Investments Portfolio holdings
AUM
$388M
1-Year Est. Return
51.42%
This Fund
S&P 500
1 Year Est. Return
+51.42%
AUM
$388M
AUM Growth
+$66.6M
(+21%)
Holding
88
Top Buys
| 1 | +$52.2M | |
| 2 | +$45.2M | |
| 3 | +$14.2M | |
| 4 |
United States Oil Fund
USO
|
+$10.8M |
| 5 |
RTX Corp
RTX
|
+$8.08M |
Top Sells
| 1 | +$18.7M | |
| 2 | +$15.5M | |
| 3 | +$11.8M | |
| 4 |
Vanguard Financials ETF
VFH
|
+$9.77M |
| 5 |
Microsoft
MSFT
|
+$9.27M |
Sector Composition
| 1 | Technology | 12.09% |
| 2 | Industrials | 4.78% |
| 3 | Materials | 1.61% |
| 4 | Financials | 1.31% |
| 5 | Communication Services | 1.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.9B
| – | – |
-35,780
|
|
||
77
Tesla
TSLA
$1.64T
| – | – |
-16,082
|
|
||
78
Global X Uranium ETF
URA
$7.06B
| – | – |
0
|
|
||
|
79
Vanguard Financials ETF
VFH
$12.4B
| – | – |
-73,154
|
|
||
80
Vistra
VST
$54B
| – | – |
-8,257
|
|
||
81
State Street Energy Select Sector SPDR ETF
XLE
$38.5B
| – | – |
0
|
|
||
82
State Street Industrial Select Sector SPDR ETF
XLI
$30.3B
| – | – |
0
|
|
||
83
State Street Technology Select Sector SPDR ETF
XLK
$124B
| – | – |
-20,492
|
|
||
84
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
| – | – |
-18,613
|
|
||
85
State Street SPDR NYSE Technology ETF
XNTK
$2.22B
| – | – |
-30,754
|
|
||
86
Reddit
RDDT
$33.9B
| – | – |
-51,230
|
|
||
|
USAR
87
USA Rare Earth Inc
USAR
$6.25B
| – | – |
0
|
|
||
88
Constellation Energy
CEG
$104B
| – | – |
-2,017
|
|