Cavalier Investments LLC

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Assets, Funds, Holdings

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CAFR Data
Cavalier Investments LLC
CRD #281201
SEC #801-106545
CIK #
AUM $293.7 MM (100% Disc, 100% US, 2020-01-02)
Employees7 (43% Investors, 0% Brokers)
Phone888-721-4588
Address12600 Deerfield Parkway
Alpharetta, GA 30004
Source [IAPD] [Website]
Total AUM ($MM)
3803042281527602010201320172021
Sector Issuer Cap ($MM) Value ($MM)
XLU 17.3
XLV 16.8
XLRE 16.8
XLY 16.1
XLP 16.0
XLF 16.0
XLK 15.5
XLK 5.7
VGT 4.0
USMV 3.4
View All
Holdings by Sector ($)
0.30.20.20.10.10.02015201620182020
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