CI
Cavalier Investments Portfolio holdings
AUM
$330M
This Quarter Return
+5.75%
1 Year Return
+37.17%
3 Year Return
+130.78%
5 Year Return
+190.15%
10 Year Return
+644.44%
AUM
$230M
AUM Growth
+$230M
(+5.1%)
Cap. Flow
+$3.46M
Cap. Flow
% of AUM
1.51%
Top 10 Holdings %
Top 10 Hldgs %
26.09%
Holding
121
New
23
Increased
44
Reduced
19
Closed
18
Top Buys
| 1 |
VanEck Gaming ETF
BJK
|
$3.25M |
| 2 |
SPDR S&P Aerospace & Defense ETF
XAR
|
$3.15M |
| 3 |
iShares MSCI Taiwan ETF
EWT
|
$3.04M |
| 4 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$2.47M |
| 5 |
iShares Core High Dividend ETF
HDV
|
$2.41M |
Top Sells
Sector Composition
| 1 | Technology | 9.76% |
| 2 | Communication Services | 3.85% |
| 3 | Healthcare | 3.43% |
| 4 | Financials | 3.05% |
| 5 | Consumer Discretionary | 2.94% |
