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
$689M
AUM Growth
+$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$62.1M
2
+$44.9M
3
+$39.3M
4
META icon
Meta Platforms (Facebook)
META
+$34.6M
5
RNG icon
RingCentral
RNG
+$29M

Top Sells

1
+$38M
2
+$33.5M
3
+$27.2M
4
CRM icon
Salesforce
CRM
+$20.3M
5
MPWR icon
Monolithic Power Systems
MPWR
+$17.6M

Sector Composition

1 Technology 65.82%
2 Communication Services 14.91%
3 Consumer Discretionary 13.13%
4 Industrials 0.07%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$183K 0.03%
+16,360
27
$95K 0.01%
+10,020
28
– –
-1,310,580
29
– –
-136,935
30
– –
-2,514
31
– –
-49,580
32
– –
-112,809
33
– –
-6,617,093
34
– –
-177,159
35
– –
-211,062
1
2