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
$344M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$13.9M
3
+$13.9M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$13.7M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$9.82M

Top Sells

1
+$16.7M
2
+$5.46M
3
+$5.42M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$5.33M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.87M

Sector Composition

1 Technology 8.66%
2 Industrials 6.69%
3 Energy 4.88%
4 Healthcare 4.35%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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190
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-19,300
4 5 6 7
8