We are live on
!
Find out more
CMG
Cavalry Management Group Portfolio holdings
AUM
$22.3M
1-Year Est. Return
65.95%
This Fund
S&P 500
This Quarter
Est. Return
+5.79%
1 Year Est. Return
+65.95%
3 Year Est. Return
+59.61%
5 Year Est. Return
+425.68%
10 Year Est. Return
–
AUM
$252M
AUM Growth
+$6.91M
(+2.8%)
Cap. Flow
-$3.22M
Cap. Flow
% of AUM
-1.28%
Top 10 Holdings %
Top 10 Hldgs %
65.11%
Holding
33
New
7
Increased
11
Reduced
7
Closed
8
Top Buys
| 1 |
Skyworks Solutions
SWKS
|
+$13.9M |
| 2 |
Alibaba
BABA
|
+$13.7M |
| 3 |
Advanced Micro Devices
AMD
|
+$9.6M |
| 4 |
Microsoft
MSFT
|
+$8.92M |
| 5 |
Western Digital
WDC
|
+$8.62M |
Top Sells
| 1 |
Apple
AAPL
|
+$20.5M |
| 2 |
Analog Devices
ADI
|
+$18.7M |
| 3 |
T-Mobile US
TMUS
|
+$14M |
| 4 |
OCLR
Oclaro Inc.
OCLR
|
+$13.2M |
| 5 |
Tesla
TSLA
|
+$7.65M |
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
Analog Devices
ADI
$185B
| – | – |
-227,657
| Closed | -$18.7M |
|
27
Enphase Energy
ENPH
$5.41B
| – | – |
-50,320
| Closed | -$69K |
|
28
NetEase
NTES
$83.4B
| – | – |
-80,785
| Closed | -$4.59M |
|
29
Snap
SNAP
$7.89B
| – | – |
-161,936
| Closed | -$3.65M |
|
|
30
T-Mobile US
TMUS
$209B
| – | – |
-216,130
| Closed | -$14M |
|
|
OCLR
31
DELISTED
Oclaro Inc.
OCLR
| – | – |
-1,342,310
| Closed | -$13.2M |
|
|
JASO
32
DELISTED
JA Solar Holdings, Co., Ltd
JASO
| – | – |
-13,980
| Closed | -$91K |
|
|
CHL
33
DELISTED
China Mobile Limited
CHL
| – | – |
-47,121
| Closed | -$2.6M |
|
Similar funds
SRCM
KLM
TM
OCM
A
LC
WA
PFG