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
$310M
AUM Growth
-$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.56M
3
+$7.29M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$6.94M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.97M

Top Sells

1
+$22.1M
2
+$14M
3
+$13.7M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$12M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$5.06M

Sector Composition

1 Technology 8.49%
2 Healthcare 6.84%
3 Consumer Discretionary 5.4%
4 Industrials 3.82%
5 Financials 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
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