CI
Cavalier Investments Portfolio holdings
AUM
$330M
This Quarter Return
+7.22%
1 Year Return
+37.17%
3 Year Return
+130.78%
5 Year Return
+190.15%
10 Year Return
+644.44%
AUM
$385M
AUM Growth
+$385M
(+22%)
Cap. Flow
+$52.7M
Cap. Flow
% of AUM
13.68%
Top 10 Holdings %
Top 10 Hldgs %
32.34%
Holding
113
New
15
Increased
66
Reduced
18
Closed
14
Top Buys
| 1 |
SPDR Portfolio TIPS ETF
SPIP
|
$8.73M |
| 2 |
Global X S&P 500 Covered Call ETF
XYLD
|
$7.53M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$6.49M |
| 4 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
$5.03M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$4.72M |
Top Sells
| 1 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$8.09M |
| 2 |
VanEck Gaming ETF
BJK
|
$5.43M |
| 3 |
Invesco Global Listed Private Equity ETF
PSP
|
$5.36M |
| 4 |
SPDR S&P Capital Markets ETF
KCE
|
$2.71M |
| 5 |
iShares Convertible Bond ETF
ICVT
|
$2.14M |
Sector Composition
| 1 | Technology | 7.27% |
| 2 | Healthcare | 3.44% |
| 3 | Financials | 2.77% |
| 4 | Communication Services | 2.37% |
| 5 | Consumer Discretionary | 2.27% |
