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
$174M
AUM Growth
-$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13.8M
3
+$12.3M
4
ANET icon
Arista Networks
ANET
+$11.5M
5
MSFT icon
Microsoft
MSFT
+$9.5M

Top Sells

1
+$30.1M
2
+$23.1M
3
+$23.1M
4
AMAT icon
Applied Materials
AMAT
+$16.8M
5
AMD icon
Advanced Micro Devices
AMD
+$15.6M

Sector Composition

1 Technology 59.79%
2 Communication Services 37.85%
3 Consumer Discretionary 1.95%
4 Utilities 0.39%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-109,584
27
– –
-81,305
28
– –
-8,790
29
– –
-115,029
30
– –
-1,250,185
31
– –
-98,707
32
– –
-32,958
33
– –
-883,732
34
– –
-18,570
35
– –
-374,299
1
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