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CI

Cavalier Investments Portfolio holdings

AUM $388M
1-Year Est. Return 51.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
-$66.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$10.1M
3
+$8.88M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$8.63M
5
GLD icon
SPDR Gold Trust
GLD
+$5.15M

Top Sells

1
+$19.5M
2
+$16M
3
+$13.1M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$11.8M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$9.78M

Sector Composition

1 Technology 13.96%
2 Healthcare 6.72%
3 Consumer Discretionary 4.95%
4 Industrials 4.66%
5 Financials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-39,100
177
– –
-19,339
178
– –
-14,387
179
– –
-21,200
180
– –
-19,300
181
– –
-12,570
182
– –
-73,300
183
– –
-94,700
184
– –
-20,800
185
– –
-15,489
186
– –
-36,007
187
– –
-125,000
188
– –
-2,400
4 5 6 7
8