CI
Cavalier Investments Portfolio holdings
AUM
$322M
1-Year Est. Return
39.84%
This Fund
S&P 500
1 Year Est. Return
+39.84%
AUM
$248M
AUM Growth
-$81.9M
(-25%)
Holding
77
Top Buys
| 1 | +$14.3M | |
| 2 | +$12.4M | |
| 3 | +$11.5M | |
| 4 |
Tesla
TSLA
|
+$8.94M |
| 5 |
GE Aerospace
GE
|
+$6.87M |
Top Sells
| 1 | +$45.4M | |
| 2 | +$20M | |
| 3 | +$16.6M | |
| 4 |
Broadcom
AVGO
|
+$11.5M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$7.37M |
Sector Composition
| 1 | Technology | 11.99% |
| 2 | Industrials | 6.57% |
| 3 | Consumer Discretionary | 6.15% |
| 4 | Communication Services | 5.53% |
| 5 | Healthcare | 5.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Super Micro Computer
SMCI
$18.9B
| – | – |
-50,100
|
|
||
77
Targa Resources
TRGP
$51.4B
| – | – |
-6,074
|
|