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
$168M
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$19.6M
3
+$3.37M
4
KBWP icon
Invesco KBW Property & Casualty Insurance ETF
KBWP
+$3.35M
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$3.34M

Top Sells

1
+$20.2M
2
+$8.56M
3
+$3.48M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.8M
5
OPPJ
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
+$2.16M

Sector Composition

1 Consumer Discretionary 9.39%
2 Technology 6.61%
3 Industrials 4.63%
4 Healthcare 4.6%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-12,000
127
– –
-30,258
128
– –
-915
2 3 4 5
6