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
$92.3M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$8.44M
3
+$6.59M
4
AVGO icon
Broadcom
AVGO
+$6.59M
5
EA icon
Electronic Arts
EA
+$2.52M

Top Sells

1
+$6.29M
2
+$3.55M
3
+$3M
4
KLIC icon
Kulicke & Soffa
KLIC
+$2.67M
5
CRUS icon
Cirrus Logic
CRUS
+$1.36M

Sector Composition

1 Technology 59.43%
2 Communication Services 35.44%
3 Utilities 0.45%
4 Industrials 0.08%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.2M 15.38%
913,180
+424,070
2
$9.84M 10.66%
+715,150
3
$9.02M 9.77%
78,888
+1,625
4
$8.44M 9.14%
+51,090
5
$6.59M 7.14%
+34,839
6
$6.14M 6.65%
141,880
+34,340
7
$5.91M 6.4%
86,453
-9,146
8
$4.78M 5.18%
120,610
+27,560
9
$3.98M 4.31%
83,181
-23,389
10
$3.96M 4.29%
68,359
+16,360
11
$3.6M 3.9%
560,175
+135,000
12
$3.53M 3.82%
290,037
-219,139
13
$3.52M 3.82%
90,848
-35,070
14
$3.41M 3.69%
662,830
+352,440
15
$2.52M 2.73%
+33,300
16
$2.06M 2.24%
250,027
+15,637
17
$418K 0.45%
27,490
18
$294K 0.32%
12,800
+1,800
19
$70K 0.08%
+4,296
20
$33K 0.04%
+5,340
21
– –
-57,000
22
– –
-95,220
23
– –
-81,713
24
– –
-16,270
25
– –
-170,970