CMG

Cavalry Management Group Portfolio holdings

AUM $22.3M
1-Year Est. Return 65.95%
This Quarter Est. Return
1 Year Est. Return
+65.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$716M
AUM Growth
-$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33.9M
3
+$29.1M
4
ADI icon
Analog Devices
ADI
+$28.5M
5
TSLA icon
Tesla
TSLA
+$28.5M

Top Sells

1
+$87.6M
2
+$69.4M
3
+$65.3M
4
AMD icon
Advanced Micro Devices
AMD
+$44.5M
5
AMZN icon
Amazon
AMZN
+$39.4M

Sector Composition

1 Technology 76.37%
2 Communication Services 10.92%
3 Consumer Discretionary 10.16%
4 Industrials 2.5%
5 Utilities 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.02M 0.78%
127,542
-18,398
27
$256K 0.03%
4,997
-193
28
$247K 0.03%
+13,931
29
$212K 0.03%
+14,295
30
$200K 0.03%
+4,205
31
$67K 0.01%
+400,350
32
– –
-978,574
33
– –
-610,519
34
– –
-1,922
35
– –
-580
36
– –
-403,492
37
– –
-1,649,507
38
– –
-898,779
39
– –
-4,230,160
40
– –
-227,766
41
– –
-17,325
42
– –
-340,000
43
– –
-824,639
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