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
$2.02M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$708K
2 +$507K

Top Sells

No sells this quarter

Sector Composition

1 Utilities 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.11M 54.92%
36,421
+23,292
2
$909K 45.08%
14,969
+8,341