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
$826M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$73.7M
2
+$62.2M
3
+$52.4M
4
ROKU icon
Roku
ROKU
+$45M
5
AMD icon
Advanced Micro Devices
AMD
+$30.1M

Top Sells

1
+$81.9M
2
+$51.2M
3
+$28.5M
4
DIS icon
Walt Disney
DIS
+$26.4M
5
AAPL icon
Apple
AAPL
+$26.3M

Sector Composition

1 Technology 75.48%
2 Communication Services 16.45%
3 Consumer Discretionary 8.05%
4 Materials 0.01%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$275K 0.03%
3,325
-880
27
$121K 0.01%
+16,510
28
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-667,938
29
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-795,530
30
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-127,542
31
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-236,922
32
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-13,931
33
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-80,540
34
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-216,167
35
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-734,399
36
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-1,781,276
37
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-395,475
38
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-4,997
39
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-127,252
40
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-400,350
41
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-321,962
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