CI

Cavalier Investments Portfolio holdings

AUM $322M
1-Year Est. Return 39.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$5.53M
3
+$3.59M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$3.37M
5
CPRT icon
Copart
CPRT
+$3.11M

Top Sells

1
+$11.3M
2
+$7.22M
3
+$6.61M
4
VAW icon
Vanguard Materials ETF
VAW
+$5.13M
5
PTH icon
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
+$5.03M

Sector Composition

1 Technology 13.79%
2 Industrials 7.88%
3 Consumer Discretionary 4.39%
4 Healthcare 3.26%
5 Consumer Staples 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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