CMG
Cavalry Management Group Portfolio holdings
AUM
$22.3M
This Quarter Return
+4.03%
1 Year Return
+65.95%
3 Year Return
+63.65%
5 Year Return
+415.77%
10 Year Return
–
AUM
$2.02M
AUM Growth
+$2.02M
(+162%)
Cap. Flow
+$1.21M
Cap. Flow
% of AUM
60.24%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
2
Reduced
–
Closed
–
Top Buys
| 1 |
XIFR
XPLR Infrastructure, LP
XIFR
|
$708K |
| 2 |
NextEra Energy, Inc.
NEE
|
$507K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Utilities | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
XIFR
1
XPLR Infrastructure, LP
XIFR
$996M
| $1.11M | 54.92% | 36,421 +23,292 | +177% | +$708K |
|
|
2
NextEra Energy, Inc.
NEE
$148B
| $909K | 45.08% | 14,969 +8,341 | +126% | +$507K |
|