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
$252M
AUM Growth
+$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$13M
3
+$9.81M
4
MSFT icon
Microsoft
MSFT
+$8.95M
5
WDC icon
Western Digital
WDC
+$8.68M

Top Sells

1
+$20M
2
+$18.7M
3
+$14M
4
OCLR
Oclaro Inc.
OCLR
+$13.2M
5
TSLA icon
Tesla
TSLA
+$8.38M

Sector Composition

1 Technology 66.23%
2 Consumer Discretionary 21.58%
3 Communication Services 8.6%
4 Utilities 0.07%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.3M 10.45%
186,992
+111,072
2
$22.5M 8.94%
336,594
+129,681
3
$20.7M 8.22%
428,600
+71,700
4
$16.9M 6.71%
566,740
-86,169
5
$14.5M 5.75%
1,161,337
+785,713
6
$14.2M 5.62%
608,130
+70,840
7
$13M 5.14%
1,231,048
+5,771
8
$13M 5.14%
+135,025
9
$11.7M 4.64%
34,745
+5,752
10
$11.4M 4.52%
118,143
-3,220
11
$10.7M 4.22%
275,988
-69,346
12
$9.99M 3.96%
270,278
+46,266
13
$8.95M 3.55%
+129,874
14
$8.85M 3.51%
258,059
+88,569
15
$8.6M 3.41%
238,744
-554,564
16
$7.37M 2.92%
67,442
+11,601
17
$7.33M 2.91%
304,020
-347,580
18
$6.06M 2.4%
+78,780
19
$6M 2.38%
+147,090
20
$5.7M 2.26%
299,782
-62,657
21
$4.55M 1.8%
+124,842
22
$3.61M 1.43%
+467,103
23
$179K 0.07%
10,510
-4,460
24
$127K 0.05%
17,875
+6,570
25
$39K 0.02%
+13,460
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