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Adaptive Growth Opportunities Fund Institutional Class (0P0000WMCF)

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Cavalier Global Opportunities Fund Institutional C historical data, for real-time data please try another search

25.468 -0.350 -1.36%

10/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 144.71M

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0P0000WMCF Holdings

Comprehensive information about top holdings and Key Holding Information for the Cavalier Global Opportunities Fund Institutional C (0P0000WMCF) fund. Our Cavalier Global Opportunities Fund Institutional C portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	8.850	8.940	0.090
Shares	85.150	85.150	0.000
Bonds	1.270	1.270	0.000
Convertible	1.350	1.350	0.000
Preferred	0.230	0.230	0.000
Other	3.150	3.460	0.310

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.346	16.486
Price to Book	2.963	2.715
Price to Sales	2.311	1.831
Price to Cash Flow	7.344	10.215
Dividend Yield	1.183	2.453
5 Years Earnings Growth	14.148	11.364

Sector Allocation

Name	Net %	Category Average
Technology	30.000	21.598
Financial Services	20.960	16.224
Consumer Cyclical	13.230	10.525
Healthcare	11.640	10.572
Industrials	10.710	10.661
Basic Materials	4.960	4.480
Communication Services	3.970	8.402
Real Estate	2.660	5.043
Consumer Defensive	1.300	7.212
Utilities	0.340	3.090
Energy	0.230	5.665

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 31

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
SPDR® S&P Homebuilders ETF	-	4.86	-	-
Technology Select Sector SPDR® ETF	-	4.43	-	-
Financial Select Sector SPDR® ETF	-	4.40	-	-
iShares MSCI EAFE ETF	-	4.38	-	-
First Trust Cloud Computing ETF	-	4.23	-	-
Invesco S&P 500® Equal Weight Tech ETF	-	4.23	-	-
VanEck Vectors Semiconductor ETF	-	4.20	-	-
iShares Global Timber & Forestry ETF	-	4.14	-	-
ETFMG Prime Mobile Payments ETF	-	3.99	-	-
SPDR® S&P Capital Markets ETF	-	3.87	-	-

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