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
$248M
AUM Growth
-$547M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1 +$40.5M
2 +$34.6M
3 +$16.8M
4
OKTA icon
Okta
OKTA
+$4.23M
5
ADI icon
Analog Devices
ADI
+$3.99M

Top Sells

1 +$71.6M
2 +$53.9M
3 +$52M
4
MRVL icon
Marvell Technology
MRVL
+$35M
5
ETSY icon
Etsy
ETSY
+$33.7M

Sector Composition

1 Technology 63.57%
2 Communication Services 30.44%
3 Consumer Discretionary 5.8%
4 Utilities 0.17%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-297,638
27
-518,558
28
-993,027
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30
-336,843
31
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32
-1,591
33
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34
-3,514,874
35
-634,986
36
-292,302
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-260,677
38
-847,524
39
-743,047
40
-170,914
41
-1,080,214
42
-203,022
43
-64,700
44
-136,038