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CMG
Cavalry Management Group Portfolio holdings
AUM
$22.3M
1-Year Est. Return
65.95%
This Fund
S&P 500
This Quarter
Est. Return
+8.4%
1 Year Est. Return
+65.95%
3 Year Est. Return
+59.61%
5 Year Est. Return
+425.68%
10 Year Est. Return
–
AUM
$22.3M
AUM Growth
+$15M
(+208%)
Cap. Flow
+$13.7M
Cap. Flow
% of AUM
61.63%
Top 10 Holdings %
Top 10 Hldgs %
80.88%
Holding
22
New
3
Increased
13
Reduced
–
Closed
6
Top Buys
| 1 |
AT&T
T
|
+$1.92M |
| 2 |
Ericsson
ERIC
|
+$1.42M |
| 3 |
Texas Instruments
TXN
|
+$1.42M |
| 4 |
Seagate
STX
|
+$1.27M |
| 5 |
Equinix
EQIX
|
+$1.15M |
Top Sells
| 1 |
MaxLinear
MXL
|
+$413K |
| 2 |
Ford
F
|
+$237K |
| 3 |
Datadog
DDOG
|
+$222K |
| 4 |
Marvell Technology
MRVL
|
+$216K |
| 5 |
Analog Devices
ADI
|
+$209K |
Sector Composition
| 1 | Technology | 66.01% |
| 2 | Communication Services | 18.21% |
| 3 | Real Estate | 6.63% |
| 4 | Consumer Discretionary | 6.08% |
| 5 | Healthcare | 1.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
AT&T
T
$153B
| $2.68M | 12.03% |
121,827
+96,246
| +376% | +$1.92M |
|
|
2
Ericsson
ERIC
$32.7B
| $2.41M | 10.81% |
317,565
+203,182
| +178% | +$1.42M |
|
|
3
Texas Instruments
TXN
$265B
| $1.94M | 8.72% |
9,406
+7,055
| +300% | +$1.42M |
|
4
Lumentum
LITE
$54.9B
| $1.9M | 8.53% |
29,975
+19,063
| +175% | +$1.03M |
|
5
TSMC
TSM
$2.13T
| $1.8M | 8.1% |
10,383
+5,753
| +124% | +$980K |
|
6
NVIDIA
NVDA
$5.02T
| $1.66M | 7.45% |
13,673
+9,141
| +202% | +$1.08M |
|
|
7
Equinix
EQIX
$99.5B
| $1.48M | 6.63% |
1,664
+1,401
| +533% | +$1.15M |
|
8
Western Digital
WDC
$161B
| $1.41M | 6.33% |
27,335
+15,185
| +125% | +$767K |
|
9
Meta Platforms (Facebook)
META
$1.69T
| $1.38M | 6.18% |
2,404
+1,744
| +264% | +$897K |
|
|
10
Seagate
STX
$169B
| $1.36M | 6.1% |
+12,408
| New | +$1.27M |
|
11
Amazon
AMZN
$2.69T
| $1.35M | 6.08% |
7,268
+6,235
| +604% | +$1.14M |
|
12
Broadcom
AVGO
$1.78T
| $1.02M | 4.58% |
5,919
+4,719
| +393% | +$757K |
|
13
Snowflake
SNOW
$93.6B
| $733K | 3.29% |
6,380
+3,199
| +101% | +$393K |
|
14
Amdocs
DOX
$5.62B
| $467K | 2.1% |
+5,337
| New | +$449K |
|
15
Thermo Fisher Scientific
TMO
$202B
| $392K | 1.76% |
634
+141
| +29% | +$83.5K |
|
16
Bloom Energy
BE
$58.8B
| $291K | 1.31% |
+27,571
| New | +$327K |
|
|
17
Analog Devices
ADI
$185B
| – | – |
-917
| Closed | -$209K |
|
|
18
Datadog
DDOG
$93.4B
| – | – |
-1,711
| Closed | -$222K |
|
|
19
Ford
F
$56.5B
| – | – |
-18,936
| Closed | -$237K |
|
|
20
Marvell Technology
MRVL
$169B
| – | – |
-3,087
| Closed | -$216K |
|
21
Micron Technology
MU
$964B
| – | – |
-369
| Closed | -$48.5K |
|
|
22
MaxLinear
MXL
$6.66B
| – | – |
-20,522
| Closed | -$413K |
|
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