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CMG

Cavalry Management Group Portfolio holdings

AUM $22.3M
1-Year Est. Return 65.95%
This Fund
S&P 500
This Quarter Est. Return
+4.03%
1 Year Est. Return
+65.95%
3 Year Est. Return
+59.61%
5 Year Est. Return
+425.68%
10 Year Est. Return
–
AUM
$2.02M
AUM Growth
+$1.25M
Cap. Flow
+$1.07M
Cap. Flow %
53%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
2
Reduced
–
Closed
–

Top Buys

1
XIFR
XPLR Infrastructure LP
XIFR
+$593K
2
NEE icon
NextEra Energy
NEE
+$475K

Top Sells

No sells this quarter

Sector Composition

1 Utilities 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XIFR
1
XPLR Infrastructure LP
XIFR
$1.15B
$1.11M 54.92%
36,421
+23,292
+177% +$593K
NEE icon
2
NextEra Energy
NEE
$186B
$909K 45.08%
14,969
+8,341
+126% +$475K

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