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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
+10.5%
1 Year Est. Return
+65.95%
3 Year Est. Return
+59.61%
5 Year Est. Return
+425.68%
10 Year Est. Return
–
AUM
$7.24M
AUM Growth
-$717M
(-99%)
Cap. Flow
-$163M
Cap. Flow
% of AUM
-2,246.48%
Top 10 Holdings %
Top 10 Hldgs %
75.18%
Holding
24
New
7
Increased
2
Reduced
10
Closed
5
Top Buys
| 1 |
Snowflake
SNOW
|
+$470K |
| 2 |
Texas Instruments
TXN
|
+$434K |
| 3 |
MaxLinear
MXL
|
+$403K |
| 4 |
Marvell Technology
MRVL
|
+$216K |
| 5 |
Datadog
DDOG
|
+$207K |
Top Sells
| 1 |
Dell
DELL
|
+$158M |
| 2 |
XIFR
XPLR Infrastructure LP
XIFR
|
+$1.01M |
| 3 |
Thermo Fisher Scientific
TMO
|
+$984K |
| 4 |
Silicon Laboratories
SLAB
|
+$977K |
| 5 |
NextEra Energy
NEE
|
+$872K |
Sector Composition
| 1 | Technology | 76.1% |
| 2 | Communication Services | 11.35% |
| 3 | Consumer Discretionary | 6.04% |
| 4 | Healthcare | 3.77% |
| 5 | Real Estate | 2.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
TSMC
TSM
$2.13T
| $805K | 11.11% |
4,630
-769
| -14% | -$117K |
|
2
Ericsson
ERIC
$32.7B
| $706K | 9.75% |
114,383
+27,426
| +32% | +$153K |
|
3
Western Digital
WDC
$161B
| $696K | 9.61% |
12,150
-7,071
| -37% | -$392K |
|
4
NVIDIA
NVDA
$5.02T
| $560K | 7.73% |
4,532
-588
| -11% | -$59.4K |
|
5
Lumentum
LITE
$54.9B
| $556K | 7.67% |
10,912
-7,984
| -42% | -$362K |
|
6
AT&T
T
$153B
| $489K | 6.75% |
25,581
-2,289
| -8% | -$39.8K |
|
|
7
Texas Instruments
TXN
$265B
| $457K | 6.32% |
+2,351
| New | +$434K |
|
|
8
Snowflake
SNOW
$93.6B
| $430K | 5.93% |
+3,181
| New | +$470K |
|
|
9
MaxLinear
MXL
$6.66B
| $413K | 5.71% |
+20,522
| New | +$403K |
|
10
Meta Platforms (Facebook)
META
$1.69T
| $333K | 4.6% |
660
-1,104
| -63% | -$537K |
|
|
11
Thermo Fisher Scientific
TMO
$202B
| $273K | 3.77% |
493
-1,718
| -78% | -$984K |
|
12
Ford
F
$56.5B
| $237K | 3.28% |
18,936
+5,722
| +43% | +$70.8K |
|
|
13
Datadog
DDOG
$93.4B
| $222K | 3.06% |
+1,711
| New | +$207K |
|
|
14
Marvell Technology
MRVL
$169B
| $216K | 2.98% |
+3,087
| New | +$216K |
|
15
Analog Devices
ADI
$185B
| $209K | 2.89% |
+917
| New | +$196K |
|
16
Amazon
AMZN
$2.69T
| $200K | 2.76% |
1,033
-376
| -27% | -$69.1K |
|
17
Equinix
EQIX
$99.5B
| $199K | 2.75% |
+263
| New | +$200K |
|
18
Broadcom
AVGO
$1.78T
| $193K | 2.66% |
1,200
-2,410
| -67% | -$338K |
|
19
Micron Technology
MU
$964B
| $48.5K | 0.67% |
369
-6,695
| -95% | -$844K |
|
|
20
Dell
DELL
$253B
| – | – |
-4,915
| Closed | -$158M |
|
21
FTC Solar
FTCI
$68.8M
| – | – |
-15,252
| Closed | -$82.2K |
|
|
22
NextEra Energy
NEE
$186B
| – | – |
-13,639
| Closed | -$872K |
|
|
23
Silicon Laboratories
SLAB
$7.2B
| – | – |
-6,795
| Closed | -$977K |
|
|
XIFR
24
XPLR Infrastructure LP
XIFR
$1.15B
| – | – |
-33,599
| Closed | -$1.01M |
|
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