CI

Cavalier Investments Portfolio holdings

AUM $330M
1-Year Est. Return 37.17%
This Quarter Est. Return
1 Year Est. Return
+37.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$10.6M
3
+$9.52M
4
CRS icon
Carpenter Technology
CRS
+$4.48M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.03M

Top Sells

1
+$24.4M
2
+$21M
3
+$11.4M
4
NVDA icon
NVIDIA
NVDA
+$8.33M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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