CMG

Cavalry Management Group Portfolio holdings

AUM $22.3M
1-Year Est. Return 65.95%
This Quarter Est. Return
1 Year Est. Return
+65.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$13M
3
+$9.81M
4
MSFT icon
Microsoft
MSFT
+$8.95M
5
WDC icon
Western Digital
WDC
+$8.68M

Top Sells

1
+$20M
2
+$18.7M
3
+$14M
4
OCLR
Oclaro Inc.
OCLR
+$13.2M
5
TSLA icon
Tesla
TSLA
+$8.38M

Sector Composition

1 Technology 66.23%
2 Consumer Discretionary 21.58%
3 Communication Services 8.6%
4 Utilities 0.07%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-227,657
27
– –
-50,320
28
– –
-80,785
29
– –
-161,936
30
– –
-216,130
31
– –
-1,342,310
32
– –
-13,980
33
– –
-47,121
1
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