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
$770K
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$116K
2
+$112K

Top Sells

1
+$30.8M
2
+$27.8M
3
+$22.6M
4
META icon
Meta Platforms (Facebook)
META
+$18.8M
5
NVDA icon
NVIDIA
NVDA
+$18.7M

Sector Composition

1 Utilities 100%
2 Communication Services 0%
3 Real Estate 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$390K 50.66%
13,129
+3,776
2
$380K 49.34%
6,628
+2,028
3
– –
-112,704
4
– –
-302,744
5
– –
-197,745
6
– –
-272,743
7
– –
-187,771
8
– –
-11,999
9
– –
-65,542
10
– –
-214,197
11
– –
-90,588
12
– –
-84,797
13
– –
-63,116
14
– –
-441,810
15
– –
-239,378
16
– –
-37,700
17
– –
-524,128