CI
Cavalier Investments Portfolio holdings
AUM
$330M
This Quarter Return
+1.07%
1 Year Return
+37.17%
3 Year Return
+130.78%
5 Year Return
+190.15%
10 Year Return
+644.44%
AUM
$232M
AUM Growth
+$232M
(-3.1%)
Cap. Flow
-$7.25M
Cap. Flow
% of AUM
-3.13%
Top 10 Holdings %
Top 10 Hldgs %
38.94%
Holding
134
New
23
Increased
18
Reduced
11
Closed
19
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$8.35M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$5.41M |
| 3 |
Vanguard Communication Services ETF
VOX
|
$4.47M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$4.32M |
| 5 |
Invesco QQQ Trust
QQQ
|
$3.23M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$9.56M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$9.5M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$8.81M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$5.89M |
| 5 |
Real Estate Select Sector SPDR Fund
XLRE
|
$3.97M |
Sector Composition
| 1 | Technology | 14.12% |
| 2 | Consumer Discretionary | 6.36% |
| 3 | Industrials | 4% |
| 4 | Financials | 3.89% |
| 5 | Healthcare | 2.86% |
