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CMG
Cavalry Management Group Portfolio holdings
AUM
$22.3M
1-Year Est. Return
65.95%
This Fund
S&P 500
This Quarter
Est. Return
+22.71%
1 Year Est. Return
+65.95%
3 Year Est. Return
+59.61%
5 Year Est. Return
+425.68%
10 Year Est. Return
–
AUM
$245M
AUM Growth
+$93.9M
(+62%)
Cap. Flow
+$62.6M
Cap. Flow
% of AUM
25.52%
Top 10 Holdings %
Top 10 Hldgs %
65.16%
Holding
31
New
9
Increased
13
Reduced
3
Closed
5
Top Buys
| 1 |
Viavi Solutions
VIAV
|
+$11.9M |
| 2 |
Analog Devices
ADI
|
+$11.5M |
| 3 |
Tesla
TSLA
|
+$11M |
| 4 |
Charter Communications
CHTR
|
+$9.23M |
| 5 |
Apple
AAPL
|
+$8.7M |
Top Sells
| 1 |
LLTC
Linear Technology Corp
LLTC
|
+$9.28M |
| 2 |
Cirrus Logic
CRUS
|
+$9.27M |
| 3 |
Trade Desk
TTD
|
+$6.68M |
| 4 |
Ubiquiti
UI
|
+$6.14M |
| 5 |
Advanced Micro Devices
AMD
|
+$4.56M |
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
Apple
AAPL
$4.89T
| $28.5M | 11.61% |
793,308
+264,268
| +50% | +$8.7M |
|
2
Micron Technology
MU
$964B
| $18.9M | 7.69% |
652,909
+85,111
| +15% | +$2.08M |
|
|
3
Analog Devices
ADI
$185B
| $18.7M | 7.6% |
227,657
+146,893
| +182% | +$11.5M |
|
4
Amazon
AMZN
$2.69T
| $15.8M | 6.45% |
356,900
+21,660
| +6% | +$903K |
|
5
T-Mobile US
TMUS
$209B
| $14M | 5.69% |
216,130
+8,569
| +4% | +$527K |
|
|
OCLR
6
DELISTED
Oclaro Inc.
OCLR
| $13.2M | 5.37% |
1,342,310
+82,460
| +7% | +$774K |
|
|
7
Viavi Solutions
VIAV
$9.11B
| $13.1M | 5.35% |
+1,225,277
| New | +$11.9M |
|
8
Western Digital
WDC
$161B
| $12.9M | 5.26% |
206,913
+25,888
| +14% | +$1.49M |
|
9
Microchip Technology
MCHP
$44.4B
| $12.7M | 5.19% |
345,334
+177,636
| +106% | +$6.26M |
|
|
10
Tesla
TSLA
$1.47T
| $12.1M | 4.93% |
+651,600
| New | +$11M |
|
11
Broadcom
AVGO
$1.78T
| $11.8M | 4.8% |
537,290
+108,860
| +25% | +$2.24M |
|
12
Monolithic Power Systems
MPWR
$64.1B
| $11.2M | 4.56% |
121,363
-21,004
| -15% | -$1.86M |
|
|
13
Charter Communications
CHTR
$16.4B
| $9.49M | 3.87% |
+28,993
| New | +$9.23M |
|
|
IPHI
14
DELISTED
INPHI CORPORATION
IPHI
| $8.28M | 3.37% |
+169,490
| New | +$7.92M |
|
15
Alibaba
BABA
$282B
| $8.19M | 3.34% |
75,920
+52,410
| +223% | +$5.33M |
|
|
MOMO
16
Hello Group
MOMO
$918M
| $7.63M | 3.11% |
+224,012
| New | +$5.98M |
|
17
Kulicke & Soffa
KLIC
$5.18B
| $7.37M | 3% |
+362,439
| New | +$6.97M |
|
|
18
Advanced Micro Devices
AMD
$817B
| $5.46M | 2.23% |
375,624
-358,949
| -49% | -$4.56M |
|
19
Universal Display
OLED
$3.73B
| $4.81M | 1.96% |
55,841
+11,093
| +25% | +$798K |
|
20
NetEase
NTES
$83.4B
| $4.59M | 1.87% |
80,785
+48,970
| +154% | +$2.64M |
|
21
Snap
SNAP
$7.89B
| $3.65M | 1.49% |
+161,936
| New | +$3.59M |
|
|
CHL
22
DELISTED
China Mobile Limited
CHL
| $2.6M | 1.06% |
47,121
+9,372
| +25% | +$523K |
|
|
CWEN.A
23
DELISTED
Clearway Energy Class A
CWEN.A
| $260K | 0.11% |
14,970
-7,680
| -34% | -$126K |
|
|
JASO
24
DELISTED
JA Solar Holdings, Co., Ltd
JASO
| $91K | 0.04% |
+13,980
| New | +$70.7K |
|
25
Enphase Energy
ENPH
$5.41B
| $69K | 0.03% |
+50,320
| New | +$73.2K |
|
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