- New Purchases: IHI, XHE, IBB, IGV, SOXX, SMH, SKYY, VCR, VIS, AMT, TDY, CMRE, TSM, ENPH, KLAC, SAFE, USCR, PCTI, DAVA, INOV, GOLF, RCM, EDU, XPX, RNG, JD, FTAI, BDSI, GMAB, INCY, MODN, APPS, PAC, CHCT, DHT, ACRE, PRFT, FLY, SAIA, KRMD,
- Added Positions: XLC, XLY,
- Reduced Positions: XLP, XLF, XLV, XLI, JNK, VGT, QQQ, VFH, NOW, CSWC, USMV, FTNT, XLK, ROST, ADBE, SPY, GLOB, CPRT, IVV, SHY,
- Sold Out: XLU, XLB, VOX, XLE, IYR, XRT, QSR, MCHI, TUR, EWZ, PGR, AMZN, TWTR, MLNX, EVTC, FOXF, CIEN, IIPR, PARR, QNST, CCEP, AZUL, BSTC, ETSY, JCAP, RGEN, VOC,
For the details of Cavalier Investments's stock buys and sells, go to https://www.gurufocus.com/guru/cavalier+investments/current-portfolio/portfolio
These are the top 5 holdings of Cavalier Investments- iShares Edge MSCI Min Volatility USA ETF (USMV) - 186,125 shares, 5.88% of the total portfolio. Shares reduced by 6.39%
- Consumer Discretionary Select Sector SPDR Fund (XLY) - 85,619 shares, 5.17% of the total portfolio. Shares added by 53.36%
- The Communication Services Select Sector SPDR Fund (XLC) - 176,933 shares, 4.57% of the total portfolio. Shares added by 172.70%
- Technology Select Sector SPDR Fund (XLK) - 99,947 shares, 4.41% of the total portfolio. Shares reduced by 6.64%
- iShares Core S&P 500 ETF (IVV) - 21,660 shares, 3.37% of the total portfolio. Shares reduced by 1.19%
Cavalier Investments initiated holding in iShares U.S. Medical Devices ETF. The purchase prices were between $235.19 and $265.63, with an estimated average price of $252. The stock is now traded at around $273.61. The impact to a portfolio due to this purchase was 2.76%. The holding were 21,671 shares as of .
New Purchase: SPDR S&P Health Care Equipment ETF (XHE)Cavalier Investments initiated holding in SPDR S&P Health Care Equipment ETF. The purchase prices were between $74.14 and $86.35, with an estimated average price of $81.58. The stock is now traded at around $88.23. The impact to a portfolio due to this purchase was 2.63%. The holding were 63,690 shares as of .
New Purchase: iShares Nasdaq Biotechnology Index Fund (IBB)Cavalier Investments initiated holding in iShares Nasdaq Biotechnology Index Fund. The purchase prices were between $97.24 and $123.5, with an estimated average price of $112.08. The stock is now traded at around $122.14. The impact to a portfolio due to this purchase was 2.59%. The holding were 44,667 shares as of .
New Purchase: iShares North American Tech-Software ETF (IGV)Cavalier Investments initiated holding in iShares North American Tech-Software ETF. The purchase prices were between $205.25 and $235.04, with an estimated average price of $221.87. The stock is now traded at around $256.92. The impact to a portfolio due to this purchase was 2.52%. The holding were 22,445 shares as of .
New Purchase: iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)Cavalier Investments initiated holding in iShares PHLX SOX Semiconductor Sector Index Fund. The purchase prices were between $205.67 and $252.82, with an estimated average price of $231.34. The stock is now traded at around $258.70. The impact to a portfolio due to this purchase was 2%. The holding were 16,525 shares as of .
New Purchase: VanEck Vectors Semiconductor ETF (SMH)Cavalier Investments initiated holding in VanEck Vectors Semiconductor ETF. The purchase prices were between $116.39 and $143.5, with an estimated average price of $131.37. The stock is now traded at around $146.60. The impact to a portfolio due to this purchase was 1.98%. The holding were 29,088 shares as of .
Added: The Communication Services Select Sector SPDR Fund (XLC)Cavalier Investments added to a holding in The Communication Services Select Sector SPDR Fund by 172.70%. The purchase prices were between $48.28 and $54.19, with an estimated average price of $51.61. The stock is now traded at around $55.85. The impact to a portfolio due to this purchase was 2.89%. The holding were 176,933 shares as of .
Added: Consumer Discretionary Select Sector SPDR Fund (XLY)Cavalier Investments added to a holding in Consumer Discretionary Select Sector SPDR Fund by 53.36%. The purchase prices were between $117.45 and $126.06, with an estimated average price of $121.77. The stock is now traded at around $128.99. The impact to a portfolio due to this purchase was 1.8%. The holding were 85,619 shares as of .
Sold Out: Utilities Select Sector SPDR Fund (XLU)Cavalier Investments sold out a holding in Utilities Select Sector SPDR Fund. The sale prices were between $61.37 and $64.82, with an estimated average price of $63.51.
Sold Out: Materials Select Sector SPDR Fund (XLB)Cavalier Investments sold out a holding in Materials Select Sector SPDR Fund. The sale prices were between $55.13 and $61.42, with an estimated average price of $59.16.
Sold Out: Vanguard Telecommunication Services ETF (VOX)Cavalier Investments sold out a holding in Vanguard Telecommunication Services ETF. The sale prices were between $84.78 and $94.87, with an estimated average price of $90.55.
Sold Out: Energy Select Sector SPDR Fund (XLE)Cavalier Investments sold out a holding in Energy Select Sector SPDR Fund. The sale prices were between $55.9 and $61.99, with an estimated average price of $59.34.
Sold Out: iShares U.S. Real Estate ETF (IYR)Cavalier Investments sold out a holding in iShares U.S. Real Estate ETF. The sale prices were between $89.52 and $94.43, with an estimated average price of $91.97.
Sold Out: SPDR S&P Retail ETF (XRT)Cavalier Investments sold out a holding in SPDR S&P Retail ETF. The sale prices were between $40.75 and $46.24, with an estimated average price of $44.07.
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