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
$519M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$46.9M
2
+$38.8M
3
+$35.1M
4
ADI icon
Analog Devices
ADI
+$34.7M
5
DIS icon
Walt Disney
DIS
+$27.1M

Top Sells

1
+$19M
2
+$17.5M
3
+$16.1M
4
CIEN icon
Ciena
CIEN
+$11.8M
5
NVDA icon
NVIDIA
NVDA
+$11.5M

Sector Composition

1 Technology 64.7%
2 Communication Services 26.46%
3 Consumer Discretionary 3.09%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-207,520
27
– –
0
28
– –
-18,012
29
– –
0
30
– –
-15,590
1
2