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Adaptive Tactical Rotation Fund C Class (0P0000WMCQ)

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Cavalier Tactical Rotation Fund Advisor Class historical data, for real-time data please try another search

13.500 +0.040 +0.30%

05/11 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 921.23K

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0P0000WMCQ Holdings

Comprehensive information about top holdings and Key Holding Information for the Cavalier Tactical Rotation Fund Advisor Class (0P0000WMCQ) fund. Our Cavalier Tactical Rotation Fund Advisor Class 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	0.050	0.050	0.000
Shares	99.950	99.950	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.340	16.522
Price to Book	4.365	2.720
Price to Sales	3.076	1.833
Price to Cash Flow	15.669	10.244
Dividend Yield	1.285	2.441
5 Years Earnings Growth	14.696	11.395

Sector Allocation

Name	Net %	Category Average
Technology	27.660	21.681
Healthcare	13.850	10.645
Financial Services	12.960	16.120
Consumer Cyclical	12.130	10.519
Communication Services	11.820	8.393
Industrials	7.370	10.672
Consumer Defensive	5.300	7.213
Energy	2.560	4.793
Real Estate	2.300	5.067
Utilities	2.080	3.087
Basic Materials	1.980	4.410

Region Allocation

Equities

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 13

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
SPDR® S&P 500 ETF Trust	-	59.41	-	-
SPDR® Portfolio S&P 500 Growth ETF	-	14.04	-	-
SPDR® Portfolio S&P 500 Value ETF	-	13.30	-	-
Microsoft Corp	-	1.40	-	-
Adobe Inc	-	1.40	-	-
Accenture	IE00B4BNMY34	1.39	316.82	-0.29%
Abbott Laboratories	-	1.35	-	-
Salesforce.com Inc	-	1.35	-	-
Zoetis Inc Class A	-	1.35	-	-
Alphabet Inc Class C	-	1.31	-	-

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Recent Quotes

Name	Price	Chg.	Chg. %
Cavalier Tactical.	13.500	+0.040	+0.30%
Zurich Destino 20.	3.465	0.000	0%
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Zambia 5Y	16.553	-0.003	-0.02%
BNP Paribas Funds.	116.980	+0.010	+0.01%
UBAM Swiss Equi.	474.040	-3.870	-0.81%
Bestvalue FI	272.87	-0.49	-0.18%
ESPIERRE INVERSIO.	17.445	-0.007	-0.04%