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
$944M
AUM Growth
+$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$67.4M
2 +$35.6M
3 +$31.1M
4
TSLA icon
Tesla
TSLA
+$30.6M
5
UBER icon
Uber
UBER
+$30.4M

Top Sells

1 +$49M
2 +$38.1M
3 +$37.8M
4
MRVL icon
Marvell Technology
MRVL
+$29.6M
5
FIVN icon
FIVE9
FIVN
+$27.8M

Sector Composition

1 Technology 67.55%
2 Consumer Discretionary 20.28%
3 Communication Services 12.12%
4 Industrials 0.03%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$18.6M 1.84%
361,268
+1,700
27
$17.7M 1.76%
81,274
-77,009
28
$14.5M 1.44%
209,642
+92,119
29
$13.3M 1.32%
689,812
-7,700
30
$13.2M 1.31%
+308,214
31
$12.1M 1.21%
156,736
-11,348
32
$8.36M 0.83%
+29,430
33
$6.64M 0.66%
400,366
+3,512
34
$2.7M 0.27%
16,919
-174,139
35
$1.47M 0.15%
+2,356
36
$613K 0.06%
+8,469
37
$609K 0.06%
3,875
38
$323K 0.03%
+43,003
39
$322K 0.03%
14,190
+5,970
40
$318K 0.03%
9,450
+1,320
41
$298K 0.03%
+1,124
42
$269K 0.03%
+1,549
43
$201K 0.02%
+743
44
$79K 0.01%
15,990
-47,434
45
-879,200
46
-215,161
47
-30,878
48
0
49
-1,857
50
-251,802