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CMG
Cavalry Management Group Portfolio holdings
AUM
$22.3M
1-Year Est. Return
65.95%
This Fund
S&P 500
This Quarter
Est. Return
+24.54%
1 Year Est. Return
+65.95%
3 Year Est. Return
+59.61%
5 Year Est. Return
+425.68%
10 Year Est. Return
–
AUM
$689M
AUM Growth
+$262M
(+62%)
Cap. Flow
+$180M
Cap. Flow
% of AUM
26.09%
Top 10 Holdings %
Top 10 Hldgs %
70.24%
Holding
35
New
10
Increased
12
Reduced
5
Closed
8
Top Buys
| 1 |
Micron Technology
MU
|
+$62.1M |
| 2 |
Tesla
TSLA
|
+$44.9M |
| 3 |
Analog Devices
ADI
|
+$39.3M |
| 4 |
Meta Platforms (Facebook)
META
|
+$34.6M |
| 5 |
RingCentral
RNG
|
+$29M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$38M |
| 2 |
Nokia
NOK
|
+$33.5M |
| 3 |
Texas Instruments
TXN
|
+$27.2M |
| 4 |
Salesforce
CRM
|
+$20.3M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
NOVA
26
DELISTED
Sunnova Energy
NOVA
| $183K | 0.03% |
+16,360
| New | +$170K |
|
27
Costamare
CMRE
$1.84B
| $95K | 0.01% |
+10,020
| New | +$80K |
|
|
28
Advanced Micro Devices
AMD
$817B
| – | – |
-1,310,580
| Closed | -$38M |
|
|
29
Salesforce
CRM
$141B
| – | – |
-136,935
| Closed | -$20.3M |
|
30
Danaher
DHR
$145B
| – | – |
-2,514
| Closed | -$322K |
|
31
Electronic Arts
EA
$52.1B
| – | – |
-49,580
| Closed | -$4.84M |
|
|
32
Monolithic Power Systems
MPWR
$64.1B
| – | – |
-112,809
| Closed | -$17.6M |
|
|
33
Nokia
NOK
$57.9B
| – | – |
-6,617,093
| Closed | -$33.5M |
|
|
34
Texas Instruments
TXN
$265B
| – | – |
-211,062
| Closed | -$27.2M |
|
35
Zoom
ZM
$27.2B
| – | – |
-177,159
| Closed | -$13.5M |
|
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