CMG

Cavalry Management Group Portfolio holdings

AUM $22.3M
1-Year Est. Return 65.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+65.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.5M
3
+$11M
4
CHTR icon
Charter Communications
CHTR
+$9.23M
5
AAPL icon
Apple
AAPL
+$8.7M

Top Sells

1
+$9.28M
2
+$9.27M
3
+$6.68M
4
UI icon
Ubiquiti
UI
+$6.14M
5
AMD icon
Advanced Micro Devices
AMD
+$4.56M

Sector Composition

1 Technology 64.72%
2 Communication Services 16.03%
3 Consumer Discretionary 14.71%
4 Utilities 0.11%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$61K 0.02%
11,305
27
– –
-163,970
28
– –
-2,414,710
29
– –
-106,213
30
– –
-2,477
31
– –
-148,775
1
2