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
$277M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$7.28M
3
+$5.54M
4
VNM icon
VanEck Vietnam ETF
VNM
+$4.96M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.87M

Top Sells

1
+$5.54M
2
+$4.85M
3
+$3.28M
4
WOOD icon
iShares Global Timber & Forestry ETF
WOOD
+$3.06M
5
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$2.71M

Sector Composition

1 Technology 7.03%
2 Communication Services 3%
3 Financials 2.83%
4 Healthcare 2.68%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-6,062
102
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104
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-23,580
105
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-35,694
106
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-25,358
107
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-71,075
108
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-2,711
109
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-78,729
110
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-14,356
111
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-1,808
112
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113
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114
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-30,967
115
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-35,614
116
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-6,620
117
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-35,911
118
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-24,164
119
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-3,052
1 2 3 4
5