CI

Cavalier Investments Portfolio holdings

AUM $248M
1-Year Est. Return 32.8%
This Quarter Est. Return
1 Year Est. Return
+32.8%
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
+$11.4M
2
+$8.68M
3
+$7.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.35M
5
JPM icon
JPMorgan Chase
JPM
+$7.29M

Top Sells

1
+$39.7M
2
+$13.2M
3
+$9.63M
4
BSX icon
Boston Scientific
BSX
+$7.52M
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
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85
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88
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-11,675
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