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

Top Buys

1
+$9.74M
2
+$9.61M
3
+$8.94M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$8.64M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.79M

Top Sells

1
+$14.1M
2
+$5.93M
3
+$5.86M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.68M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$5.4M

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
in Stake 		Capital Flow
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179
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180
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182
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183
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185
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186
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187
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188
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189
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190
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-9,001
191
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-7,500
4 5 6 7
8