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
$716M
AUM Growth
-$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33.9M
3
+$29.1M
4
ADI icon
Analog Devices
ADI
+$28.5M
5
TSLA icon
Tesla
TSLA
+$28.5M

Top Sells

1
+$87.6M
2
+$69.4M
3
+$65.3M
4
AMD icon
Advanced Micro Devices
AMD
+$44.5M
5
AMZN icon
Amazon
AMZN
+$39.4M

Sector Composition

1 Technology 76.37%
2 Communication Services 10.92%
3 Consumer Discretionary 10.16%
4 Industrials 2.5%
5 Utilities 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81.9M 10.62%
667,938
+232,612
2
$60.9M 7.9%
299,201
-36,871
3
$51.2M 6.64%
216,167
-54,771
4
$49.1M 6.37%
172,203
-97,663
5
$40.6M 5.27%
390,110
+77,062
6
$39.6M 5.14%
4,260,936
+917,941
7
$37.6M 4.88%
+340,154
8
$33.9M 4.4%
+371,712
9
$29.1M 3.77%
+227,218
10
$28.5M 3.69%
+395,475
11
$26.4M 3.43%
+236,922
12
$25.8M 3.34%
+256,888
13
$25.7M 3.34%
734,399
-726,838
14
$25.1M 3.26%
+795,530
15
$22.8M 2.95%
165,020
-285,760
16
$21.8M 2.82%
401,926
-334,743
17
$21.4M 2.78%
99,406
-86,067
18
$17.9M 2.32%
+127,252
19
$17.6M 2.28%
+88,510
20
$11.3M 1.47%
130,033
-20,211
21
$11.1M 1.44%
321,962
-472,084
22
$7.84M 1.02%
1,781,276
+112,867
23
$7.64M 0.99%
+231,532
24
$7.21M 0.93%
+231,845
25
$6.56M 0.85%
+80,540
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