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
$245M
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.1M
3
+$12M
4
AAPL icon
Apple
AAPL
+$9.49M
5
CHTR icon
Charter Communications
CHTR
+$9.49M

Top Sells

1
+$9.28M
2
+$9.27M
3
+$6.68M
4
UI icon
Ubiquiti
UI
+$6.14M
5
AMD icon
Advanced Micro Devices
AMD
+$5.22M

Sector Composition

1 Technology 64.72%
2 Communication Services 16.03%
3 Consumer Discretionary 14.71%
4 Utilities 0.11%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.5M 11.61%
793,308
+264,268
2
$18.9M 7.69%
652,909
+85,111
3
$18.7M 7.6%
227,657
+146,893
4
$15.8M 6.45%
356,900
+21,660
5
$14M 5.69%
216,130
+8,569
6
$13.2M 5.37%
1,342,310
+82,460
7
$13.1M 5.35%
+1,225,277
8
$12.9M 5.26%
206,913
+25,888
9
$12.7M 5.19%
345,334
+177,636
10
$12.1M 4.93%
+651,600
11
$11.8M 4.8%
537,290
+108,860
12
$11.2M 4.56%
121,363
-21,004
13
$9.49M 3.87%
+28,993
14
$8.28M 3.37%
+169,490
15
$8.19M 3.34%
75,920
+52,410
16
$7.63M 3.11%
+224,012
17
$7.37M 3%
+362,439
18
$5.46M 2.23%
375,624
-358,949
19
$4.81M 1.96%
55,841
+11,093
20
$4.59M 1.87%
80,785
+48,970
21
$3.65M 1.49%
+161,936
22
$2.6M 1.06%
47,121
+9,372
23
$260K 0.11%
14,970
-7,680
24
$91K 0.04%
+13,980
25
$69K 0.03%
+50,320
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