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
$219M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$5.33M
3
+$4.28M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$3.93M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$3.83M

Top Sells

1
+$8.49M
2
+$6.9M
3
+$5.38M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.03M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$3.87M

Sector Composition

1 Technology 10.44%
2 Financials 3.51%
3 Communication Services 3.42%
4 Healthcare 2.88%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,968
102
– –
-1,346
103
– –
-171
104
– –
-10,513
1 2 3 4
5