CI
Cavalier Investments Portfolio holdings
AUM
$330M
1-Year Est. Return
37.17%
1 Year Est. Return
+37.17%
AUM
$330M
AUM Growth
+$35.7M
(+12%)
Holding
87
Top Buys
| 1 | +$26.2M | |
| 2 | +$12.9M | |
| 3 | +$12.3M | |
| 4 |
Constellation Energy
CEG
|
+$6.41M |
| 5 |
Rocket Lab Corp
RKLB
|
+$5.38M |
Top Sells
| 1 | +$14.3M | |
| 2 | +$10.5M | |
| 3 | +$9.96M | |
| 4 |
Carpenter Technology
CRS
|
+$9.28M |
| 5 |
Boston Scientific
BSX
|
+$5.75M |
Sector Composition
| 1 | Industrials | 21.16% |
| 2 | Technology | 15.12% |
| 3 | Communication Services | 9.72% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Utilities | 4.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Fair Isaac
FICO
$38.9B
| – | – |
-1,628
|
|
||
77
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
$37.9M
| – | – |
-16,312
|
|
||
78
W.W. Grainger
GWW
$45.4B
| – | – |
-1,260
|
|
||
79
iShares Bitcoin Trust
IBIT
$81.8B
| – | – |
-33,000
|
|
||
80
Moog Inc Class A
MOG.A
$6.48B
| – | – |
-6,170
|
|
||
81
Strategy Inc
MSTR
$83.1B
| – | – |
-8,780
|
|
||
82
NVIDIA
NVDA
$4.44T
| – | – |
-17,679
|
|
||
83
Progressive
PGR
$132B
| – | – |
-17,254
|
|
||
84
Raymond James Financial
RJF
$32B
| – | – |
-8,137
|
|
||
85
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.6B
| – | – |
-69,200
|
|
||
86
Skyworks Solutions
SWKS
$11.2B
| – | – |
-7,232
|
|
||
87
Utilities Select Sector SPDR Fund
XLU
$22.4B
| – | – |
-27,840
|
|