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
$689M
AUM Growth
+$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$57.7M
3
+$41.4M
4
META icon
Meta Platforms (Facebook)
META
+$36.7M
5
SWKS icon
Skyworks Solutions
SWKS
+$35.2M

Top Sells

1
+$38M
2
+$33.5M
3
+$27.2M
4
CRM icon
Salesforce
CRM
+$20.3M
5
MPWR icon
Monolithic Power Systems
MPWR
+$17.6M

Sector Composition

1 Technology 65.82%
2 Communication Services 14.91%
3 Consumer Discretionary 13.13%
4 Industrials 0.07%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.8M 11.15%
1,427,590
+1,299,394
2
$58.9M 8.55%
286,870
+178,687
3
$57.7M 8.38%
+2,069,385
4
$55.9M 8.12%
354,390
+127,933
5
$53M 7.7%
446,056
+348,292
6
$41.8M 6.07%
564,909
+196,832
7
$38.8M 5.64%
230,247
+176,087
8
$35.2M 5.11%
+291,026
9
$33.2M 4.82%
+285,423
10
$32.4M 4.71%
152,839
+17,508
11
$26.8M 3.9%
417,532
+158,684
12
$26.3M 3.82%
+548,914
13
$24.9M 3.61%
313,723
-190,283
14
$24.3M 3.53%
168,101
+60,905
15
$22.2M 3.22%
2,528,274
+223,477
16
$19.5M 2.83%
248,575
+29,058
17
$17.6M 2.56%
1,243,223
-536,891
18
$17.6M 2.56%
413,176
-164,666
19
$8.18M 1.19%
216,388
+196,388
20
$7.62M 1.11%
+127,994
21
$5.09M 0.74%
151,120
-114,023
22
$3.51M 0.51%
+18,880
23
$375K 0.05%
+3,762
24
$281K 0.04%
+6,320
25
$246K 0.04%
9,402
-10,788
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