# Adaptive Tactical Rotation Fund

Adaptive Tactical Rotation Fund is a registered fund series of Starboard Investment Trust (series S000038306). Net assets $23.3M as of 2021-08-31.

## Profile

- Series ID: S000038306
- Registrant: Starboard Investment Trust
- LEI: 54930066MENKZJ5L2C64
- Net assets: $23.3M
- Total assets: $23.3M
- As of: 2021-08-31

## Advisers

- [Cavalier Investments, LLC (d/b/a Adaptive Investments, LLC) (Advisor)](https://search.stillhousedata.com/firm/281201)

## Top holdings (8 reported)

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [SPDR S&P 500 ETF Tru](https://search.stillhousedata.com/security/78462F103) | — | $12.0M | 51.00% |
| [SPDR Portfolio S&P 5](https://search.stillhousedata.com/security/78464A409) | — | $6.6M | 28.00% |
| [SPDR S&P SEMICONDUCT](https://search.stillhousedata.com/security/78464A862) | — | $1.2M | 5.00% |
| [ISHARES CLEAN ENERGY](https://search.stillhousedata.com/security/464288224) | — | $1.1M | 5.00% |
| [GLOBAL X CLOUD ETF](https://search.stillhousedata.com/security/37954Y442) | — | $1.0M | 5.00% |
| [SPDR S&P Homebuilder](https://search.stillhousedata.com/security/78464A888) | — | $577K | 2.00% |
| [SPDR S&P SMALL CAP](https://search.stillhousedata.com/security/78464A201) | — | $575K | 2.00% |
| [Fidelity Investments](https://search.stillhousedata.com/security/316175108) | — | $292K | 1.00% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2021-08-31 | $23.3M |
| 2021-05-31 | $20.1M |
| 2021-02-28 | $18.6M |
| 2020-11-30 | $17.3M |
| 2020-08-31 | $19.0M |
| 2020-05-31 | $20.2M |

## More

- [Registrant: Starboard Investment Trust](https://search.stillhousedata.com/registrant/1464413)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000038306.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.