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
$243M
AUM Growth
-$66.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.4M
3
+$9.14M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$8.85M
5
GLD icon
SPDR Gold Trust
GLD
+$5.1M

Top Sells

1
+$19.5M
2
+$16M
3
+$14M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$12.3M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10.6M

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
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8