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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
+22.71%
1 Year Est. Return
+65.95%
3 Year Est. Return
+59.61%
5 Year Est. Return
+425.68%
10 Year Est. Return
–
AUM
$245M
AUM Growth
+$93.9M
(+62%)
Cap. Flow
+$62.6M
Cap. Flow
% of AUM
25.52%
Top 10 Holdings %
Top 10 Hldgs %
65.16%
Holding
31
New
9
Increased
13
Reduced
3
Closed
5
Top Buys
| 1 |
Viavi Solutions
VIAV
|
+$11.9M |
| 2 |
Analog Devices
ADI
|
+$11.5M |
| 3 |
Tesla
TSLA
|
+$11M |
| 4 |
Charter Communications
CHTR
|
+$9.23M |
| 5 |
Apple
AAPL
|
+$8.7M |
Top Sells
| 1 |
LLTC
Linear Technology Corp
LLTC
|
+$9.28M |
| 2 |
Cirrus Logic
CRUS
|
+$9.27M |
| 3 |
Trade Desk
TTD
|
+$6.68M |
| 4 |
Ubiquiti
UI
|
+$6.14M |
| 5 |
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
Sunrun
RUN
$2.9B
| $61K | 0.02% |
11,305
| – | – |
|
|
27
Cirrus Logic
CRUS
$6.91B
| – | – |
-163,970
| Closed | -$9.27M |
|
|
28
Trade Desk
TTD
$8.99B
| – | – |
-2,414,710
| Closed | -$6.68M |
|
|
29
Ubiquiti
UI
$32.9B
| – | – |
-106,213
| Closed | -$6.14M |
|
|
SUNW
30
DELISTED
Sunworks, Inc.
SUNW
| – | – |
-2,477
| Closed | -$35K |
|
|
LLTC
31
DELISTED
Linear Technology Corp
LLTC
| – | – |
-148,775
| Closed | -$9.28M |
|
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