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CI

Cavalier Investments Portfolio holdings

AUM $388M
1-Year Est. Return 51.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$2.8M
3
+$2.63M
4
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$2.48M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.85M

Top Sells

1
+$6.82M
2
+$5.09M
3
+$4.65M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$4.57M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.46M

Sector Composition

1 Technology 10.22%
2 Healthcare 4.8%
3 Financials 3.51%
4 Communication Services 3.05%
5 Consumer Discretionary 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-47,120
77
– –
-37,114
78
– –
-11,700
79
– –
-11,000
80
– –
-2,329
1 2 3
4