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
$239M
AUM Growth
-$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.39M
3
+$9.35M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.53M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.22M

Top Sells

1
+$5.65M
2
+$5.35M
3
+$5.15M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$5.11M
5
GLD icon
SPDR Gold Trust
GLD
+$5.1M

Sector Composition

1 Technology 13.52%
2 Consumer Discretionary 6.76%
3 Industrials 3.83%
4 Financials 3.36%
5 Healthcare 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
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