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
$230M
AUM Growth
-$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$4.57M
3
+$4.39M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.34M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.29M

Top Sells

1
+$20.4M
2
+$11.5M
3
+$8.35M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$2.86M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.6M

Sector Composition

1 Technology 1.49%
2 Communication Services 1.41%
3 Financials 1.05%
4 Energy 0.88%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-16,957
102
– –
-4,236
1 2 3 4
5