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
$179M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$9.42M
3
+$8.7M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$8.51M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.8M

Top Sells

1
+$14.1M
2
+$5.8M
3
+$5.78M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.64M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$5.22M

Sector Composition

1 Technology 13.2%
2 Consumer Discretionary 4.3%
3 Industrials 3.57%
4 Healthcare 3.18%
5 Real Estate 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
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