CI
Cavalier Investments Portfolio holdings
AUM
$330M
This Quarter Return
+5.06%
1 Year Return
+37.17%
3 Year Return
+130.78%
5 Year Return
+190.15%
10 Year Return
+644.44%
AUM
$299M
AUM Growth
+$299M
(-8.2%)
Cap. Flow
-$36.3M
Cap. Flow
% of AUM
-12.13%
Top 10 Holdings %
Top 10 Hldgs %
64.06%
Holding
94
New
10
Increased
49
Reduced
12
Closed
20
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$46.3M |
| 2 |
The Communication Services Select Sector SPDR Fund
XLC
|
$10.6M |
| 3 |
Boston Scientific
BSX
|
$9.52M |
| 4 |
Carpenter Technology
CRS
|
$4.48M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$3.03M |
Top Sells
| 1 |
Eli Lilly
LLY
|
$24.4M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$21M |
| 3 |
Broadcom
AVGO
|
$11.4M |
| 4 |
NVIDIA
NVDA
|
$8.33M |
| 5 |
Apple
AAPL
|
$6.1M |
Sector Composition
| 1 | Industrials | 12.62% |
| 2 | Consumer Discretionary | 11.27% |
| 3 | Healthcare | 8.06% |
| 4 | Technology | 7.36% |
| 5 | Financials | 3.3% |
