CI
Cavalier Investments Portfolio holdings
AUM
$330M
This Quarter Return
+5.48%
1 Year Return
+37.17%
3 Year Return
+130.78%
5 Year Return
+190.15%
10 Year Return
+644.44%
AUM
$174M
AUM Growth
+$174M
(+3.6%)
Cap. Flow
+$3.43M
Cap. Flow
% of AUM
1.97%
Top 10 Holdings %
Top 10 Hldgs %
60.28%
Holding
148
New
38
Increased
16
Reduced
19
Closed
48
Top Buys
| 1 |
First Trust Utilities AlphaDEX Fund
FXU
|
$19.7M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$10.4M |
| 3 |
RAI
Reynolds American Inc
RAI
|
$2.6M |
| 4 |
Clorox
CLX
|
$2.32M |
| 5 |
Vanguard Communication Services ETF
VOX
|
$2.23M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 8.66% |
| 2 | Consumer Discretionary | 6.32% |
| 3 | Technology | 4.77% |
| 4 | Industrials | 3.19% |
| 5 | Real Estate | 2.44% |
