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
$1.19B
AUM Growth
+$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$91.8M
2
+$86.7M
3
+$72.6M
4
ZM icon
Zoom
ZM
+$59.9M
5
JNPR
Juniper Networks
JNPR
+$51.2M

Top Sells

1
+$90M
2
+$57.1M
3
+$26.3M
4
AMAT icon
Applied Materials
AMAT
+$26M
5
SMAR
Smartsheet Inc.
SMAR
+$24.8M

Sector Composition

1 Technology 73.28%
2 Consumer Discretionary 22.11%
3 Communication Services 4.54%
4 Utilities 0.07%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.93M 0.42%
275,267
27
$2.26M 0.19%
151,074
28
$547K 0.05%
6,558
+2,972
29
$405K 0.03%
15,970
+5,040
30
$237K 0.02%
+2,801
31
– –
-4,375
32
– –
-165,092
33
– –
-11,283
34
– –
-83,102
35
– –
-82,516
36
– –
-857,780
37
– –
-401,466
38
– –
-678,726
39
– –
-365,590
40
– –
-319,774
41
– –
0
42
– –
-9,416
43
– –
-966,284
44
– –
-121,496
45
– –
0
46
– –
-1,285
47
– –
0
1
2