CI
Cavalier Investments Portfolio holdings
AUM
$330M
1-Year Return
37.17%
This Quarter Return
+16.05%
1 Year Return
+37.17%
3 Year Return
+130.78%
5 Year Return
+190.15%
10 Year Return
+644.44%
AUM
$243M
AUM Growth
-$66.9M
(-22%)
Cap. Flow
-$96.8M
Cap. Flow
% of AUM
-39.78%
Top 10 Holdings %
Top 10 Hldgs %
41.32%
Holding
190
New
31
Increased
23
Reduced
16
Closed
73
Top Buys
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$12.4M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
$10.4M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$9.14M |
| 4 |
The Communication Services Select Sector SPDR Fund
XLC
|
$8.85M |
| 5 |
SPDR Gold Trust
GLD
|
$5.1M |
Top Sells
Sector Composition
| 1 | Technology | 13.96% |
| 2 | Healthcare | 6.72% |
| 3 | Consumer Discretionary | 4.95% |
| 4 | Industrials | 4.66% |
| 5 | Financials | 3.22% |
