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
$173M
AUM Growth
+$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.26M
3
+$1.72M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.54M
5
SHOP icon
Shopify
SHOP
+$1.4M

Top Sells

1
+$7.17M
2
+$4.27M
3
+$2.16M
4
OLED icon
Universal Display
OLED
+$2.12M
5
CDNS icon
Cadence Design Systems
CDNS
+$2.12M

Sector Composition

1 Technology 12.19%
2 Healthcare 6.15%
3 Financials 4.41%
4 Communication Services 3.62%
5 Consumer Discretionary 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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143
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