CI
Cavalier Investments Portfolio holdings
AUM
$330M
1-Year Return
37.17%
This Quarter Return
+9.06%
1 Year Return
+37.17%
3 Year Return
+130.78%
5 Year Return
+190.15%
10 Year Return
+644.44%
AUM
$179M
AUM Growth
+$23.3M
(+15%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
8.15%
Top 10 Holdings %
Top 10 Hldgs %
47.81%
Holding
193
New
70
Increased
18
Reduced
24
Closed
45
Top Buys
| 1 |
Real Estate Select Sector SPDR Fund
XLRE
|
$9.74M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$9.61M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$8.94M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$8.64M |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$1.79M |
Top Sells
Sector Composition
| 1 | Technology | 13.2% |
| 2 | Consumer Discretionary | 4.3% |
| 3 | Industrials | 3.57% |
| 4 | Healthcare | 3.18% |
| 5 | Real Estate | 1.99% |
