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
$169M
AUM Growth
-$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$5.03M
3
+$3.34M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.49M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$2.17M

Top Sells

1
+$7.71M
2
+$5.46M
3
+$4.36M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.6M

Sector Composition

1 Technology 17.35%
2 Healthcare 5.12%
3 Industrials 3.93%
4 Real Estate 2.79%
5 Consumer Discretionary 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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