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
$279M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.59M
3
+$2.14M
4
META icon
Meta Platforms (Facebook)
META
+$1.71M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.33M

Top Sells

1
+$4.28M
2
+$2.73M
3
+$2.68M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$2.43M
5
FNGA
MicroSectors FANG+ Index 3X Leveraged ETNs due January 8, 2038
FNGA
+$2.38M

Sector Composition

1 Technology 3.5%
2 Financials 2.04%
3 Communication Services 2.04%
4 Healthcare 1.77%
5 Consumer Discretionary 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-77,800
102
– –
-40,180
1 2 3 4
5