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
$343M
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$16.2M
3
+$15.5M
4
OKTA icon
Okta
OKTA
+$10.4M
5
IDTI
Integrated Device Technology I
IDTI
+$10.1M

Top Sells

1
+$57.5M
2
+$23.1M
3
+$22.5M
4
CHTR icon
Charter Communications
CHTR
+$19.1M
5
TMUS icon
T-Mobile US
TMUS
+$17.8M

Sector Composition

1 Technology 72.07%
2 Communication Services 14.04%
3 Consumer Discretionary 10.99%
4 Industrials 0%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,015,440
27
– –
-1,537,314
28
– –
-161,881
29
– –
-6,137
30
– –
-100,393
1
2