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
$862M
AUM Growth
-$81.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$75.4M
2
+$48.2M
3
+$23.9M
4
LRCX icon
Lam Research
LRCX
+$22.9M
5
AMT icon
American Tower
AMT
+$22.7M

Top Sells

1
+$66.3M
2
+$36.9M
3
+$31.8M
4
JD icon
JD.com
JD
+$31.1M
5
UBER icon
Uber
UBER
+$30.4M

Sector Composition

1 Technology 74.55%
2 Consumer Discretionary 17.19%
3 Communication Services 4.44%
4 Real Estate 3.76%
5 Utilities 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90M 10.44%
+966,284
2
$62.1M 7.21%
339,845
+113,252
3
$60.2M 6.99%
418,574
-236,850
4
$57.1M 6.62%
+857,780
5
$56.6M 6.56%
1,323,935
+473,987
6
$50.3M 5.84%
278,539
+33,429
7
$46.1M 5.35%
19,211
+2,643
8
$45.8M 5.31%
136,149
+48,944
9
$40.4M 4.69%
461,896
-218,552
10
$32.1M 3.73%
91,254
-27,210
11
$30.8M 3.58%
62,498
-10,531
12
$28M 3.25%
364,001
+2,733
13
$26.3M 3.05%
+365,590
14
$26M 3.01%
+165,092
15
$24.8M 2.87%
319,774
-107,319
16
$24.3M 2.82%
+83,102
17
$24.3M 2.81%
3,900,536
-2,846,290
18
$21.7M 2.51%
1,992,738
-639,332
19
$19.6M 2.28%
797,618
-169,886
20
$15.6M 1.81%
113,321
+96,402
21
$15M 1.74%
+288,714
22
$14.5M 1.68%
+1,315,454
23
$12.4M 1.43%
121,496
-151,848
24
$10.9M 1.27%
678,726
-11,086
25
$8.08M 0.94%
+401,466
1
2 3