CI
Cavalier Investments Portfolio holdings
AUM
$330M
This Quarter Return
+3.4%
1 Year Return
+37.17%
3 Year Return
+130.78%
5 Year Return
+190.15%
10 Year Return
+644.44%
AUM
$165M
AUM Growth
+$165M
(-3.7%)
Cap. Flow
-$7.55M
Cap. Flow
% of AUM
-4.59%
Top 10 Holdings %
Top 10 Hldgs %
51.57%
Holding
176
New
60
Increased
10
Reduced
20
Closed
48
Top Buys
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$5.06M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$3.65M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$3.65M |
| 4 |
Materials Select Sector SPDR Fund
XLB
|
$3.58M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$3.28M |
Sector Composition
| 1 | Consumer Staples | 7.88% |
| 2 | Consumer Discretionary | 5.63% |
| 3 | Technology | 5.44% |
| 4 | Real Estate | 3.68% |
| 5 | Industrials | 3.24% |
