CI
Cavalier Investments Portfolio holdings
AUM
$330M
This Quarter Return
+6.12%
1 Year Return
+37.17%
3 Year Return
+130.78%
5 Year Return
+190.15%
10 Year Return
+644.44%
AUM
$168M
AUM Growth
+$168M
(+41%)
Cap. Flow
+$46.4M
Cap. Flow
% of AUM
27.57%
Top 10 Holdings %
Top 10 Hldgs %
58.95%
Holding
129
New
80
Increased
8
Reduced
7
Closed
19
Top Buys
Top Sells
| 1 |
First Trust Financials AlphaDEX Fund
FXO
|
$20.2M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$8.56M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.48M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$2.8M |
| 5 |
OPPJ
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
|
$2.16M |
Sector Composition
| 1 | Consumer Discretionary | 9.39% |
| 2 | Technology | 6.61% |
| 3 | Industrials | 4.63% |
| 4 | Healthcare | 4.6% |
| 5 | Consumer Staples | 3.06% |
