CI
Cavalier Investments Portfolio holdings
AUM
$330M
This Quarter Return
+5.82%
1 Year Return
+37.17%
3 Year Return
+130.78%
5 Year Return
+190.15%
10 Year Return
+644.44%
AUM
$171M
AUM Growth
+$171M
(-1.9%)
Cap. Flow
-$5.58M
Cap. Flow
% of AUM
-3.26%
Top 10 Holdings %
Top 10 Hldgs %
53.8%
Holding
145
New
45
Increased
11
Reduced
18
Closed
29
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$11.7M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
$11.7M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$11.4M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$11.3M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$11.3M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 7.66% |
| 2 | Consumer Discretionary | 7.05% |
| 3 | Industrials | 3.83% |
| 4 | Real Estate | 3.3% |
| 5 | Technology | 3.04% |
