CI

Cavalier Investments Portfolio holdings

AUM $322M
1-Year Est. Return 39.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$8.84M
3
+$8.5M
4
AVGO icon
Broadcom
AVGO
+$8.47M
5
DECK icon
Deckers Outdoor
DECK
+$8M

Top Sells

1
+$43M
2
+$13.7M
3
+$11M
4
BSX icon
Boston Scientific
BSX
+$7.51M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.03M

Sector Composition

1 Industrials 15.25%
2 Technology 12.88%
3 Consumer Discretionary 8.23%
4 Financials 6.1%
5 Healthcare 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,896
77
– –
-7,858
78
– –
-12,085
79
– –
-2,367
80
– –
-31,252
81
– –
-1,348
82
– –
-34,421
83
– –
-21,208
84
– –
-631
85
– –
-4,414
86
– –
-12,022
87
– –
-2,422
88
– –
-23,350
1 2 3
4