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
$231M
AUM Growth
-$832K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$5.73M
3
+$5.54M
4
XHE icon
SPDR S&P Health Care Equipment ETF
XHE
+$5.46M
5
IBB icon
iShares Biotechnology ETF
IBB
+$5.38M

Top Sells

1
+$12.7M
2
+$8.98M
3
+$6.41M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.23M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.5M

Sector Composition

1 Technology 16.13%
2 Industrials 4.83%
3 Consumer Discretionary 4.72%
4 Healthcare 3.17%
5 Real Estate 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$361K 0.16%
+27,800
102
$359K 0.16%
+10,200
103
$356K 0.15%
2,087
104
$354K 0.15%
+2,100
105
$352K 0.15%
+2,900
106
$352K 0.15%
+24,000
107
$347K 0.15%
7,000
108
$344K 0.15%
+20,610
109
$337K 0.15%
+15,100
110
$335K 0.15%
+53,000
111
$323K 0.14%
+3,700
112
$321K 0.14%
+45,000
113
$317K 0.14%
7,400
114
$317K 0.14%
9,300
115
$317K 0.14%
2,300
116
$308K 0.13%
+2,600
117
$302K 0.13%
+8,600
118
$295K 0.13%
2,900
119
$290K 0.13%
+35,000
120
$283K 0.12%
+6,600
121
$276K 0.12%
+6,000
122
$263K 0.11%
+16,600
123
$261K 0.11%
21,500
124
$256K 0.11%
17,400
125
$251K 0.11%
+2,700
3 4
5
6 7