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
$862M
AUM Growth
-$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$75.4M
2
+$48.2M
3
+$23.9M
4
LRCX icon
Lam Research
LRCX
+$22.9M
5
AMT icon
American Tower
AMT
+$22.7M

Top Sells

1
+$66.3M
2
+$36.9M
3
+$31.8M
4
JD icon
JD.com
JD
+$31.1M
5
UBER icon
Uber
UBER
+$30.4M

Sector Composition

1 Technology 74.55%
2 Consumer Discretionary 17.19%
3 Communication Services 4.44%
4 Real Estate 3.76%
5 Utilities 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-209,642
52
– –
0
53
– –
-379,950
54
– –
-43,003
55
– –
-156,736
56
– –
-678,242
57
– –
-14,190
58
– –
0
59
– –
-172,597
1 2
3