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
$174M
AUM Growth
+$6.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$10.4M
3
+$2.6M
4
CLX icon
Clorox
CLX
+$2.32M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$2.23M

Top Sells

1
+$19.7M
2
+$3.37M
3
+$3.35M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$3.34M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.34M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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