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
$383M
AUM Growth
-$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$4.16M
3
+$3.35M
4
SJB icon
ProShares Short High Yield
SJB
+$2.96M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$2.92M

Top Sells

1
+$5.92M
2
+$4.51M
3
+$1.26M
4
EWO icon
iShares MSCI Austria ETF
EWO
+$756K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$684K

Sector Composition

1 Technology 5.29%
2 Healthcare 2.46%
3 Financials 2.25%
4 Consumer Discretionary 1.64%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2
102
– –
-6,464
103
– –
-108,872
104
– –
-3,342
1 2 3 4
5