CMG

Cavalry Management Group Portfolio holdings

AUM $22.3M
1-Year Est. Return 65.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+65.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$769M
AUM Growth
+$80M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$47.1M
3
+$46.4M
4
AMZN icon
Amazon
AMZN
+$43.6M
5
MRVL icon
Marvell Technology
MRVL
+$35M

Top Sells

1
+$58.9M
2
+$57.7M
3
+$35.2M
4
QRVO icon
Qorvo
QRVO
+$33.2M
5
WDC icon
Western Digital
WDC
+$26.3M

Sector Composition

1 Technology 64.15%
2 Consumer Discretionary 10.41%
3 Communication Services 5.48%
4 Healthcare 0.03%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$87.6M 11.4%
+340,000
2
$69.4M 9.03%
1,649,507
+221,917
3
$65.3M 8.49%
824,639
+259,730
4
$57.2M 7.44%
269,866
+39,619
5
$53M 6.9%
336,072
-18,318
6
$45.4M 5.9%
+270,938
7
$44.5M 5.79%
+978,574
8
$43.9M 5.72%
+450,780
9
$39M 5.08%
435,326
-10,730
10
$36.1M 4.69%
185,473
+32,634
11
$33.1M 4.3%
+1,461,237
12
$29.3M 3.82%
736,669
+323,493
13
$27.9M 3.63%
+4,230,160
14
$27M 3.52%
3,342,995
+814,721
15
$26.3M 3.42%
313,048
+64,473
16
$22.5M 2.93%
403,492
-14,040
17
$15.9M 2.07%
+794,046
18
$14.2M 1.85%
+898,779
19
$10.1M 1.31%
+227,766
20
$5.56M 0.72%
610,519
-632,704
21
$5.41M 0.7%
150,244
-66,144
22
$5.17M 0.67%
+1,668,409
23
$4.16M 0.54%
145,940
-5,180
24
$236K 0.03%
+1,922
25
$223K 0.03%
+5,190
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