# Adaptive Tactical Outlook Fund

Adaptive Tactical Outlook Fund is a registered fund series of Starboard Investment Trust (series S000038309). Net assets $14.1M as of 2021-08-31.

## Profile

- Series ID: S000038309
- Registrant: Starboard Investment Trust
- LEI: 549300YUC69J1CDTU576
- Net assets: $14.1M
- Total assets: $14.1M
- As of: 2021-08-31

## Advisers

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

## Top holdings (10 reported)

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [iShares Core S&P 500](https://search.stillhousedata.com/security/464287200) | — | $3.4M | 24.00% |
| [Invesco QQQ Trust Se](https://search.stillhousedata.com/security/46090E103) | — | $3.2M | 23.00% |
| [iShares Edge MSCI Mi](https://search.stillhousedata.com/security/46429B697) | — | $3.0M | 21.00% |
| [iShares Core S&P Mid](https://search.stillhousedata.com/security/464287507) | — | $2.4M | 17.00% |
| [iShares Russell 2000](https://search.stillhousedata.com/security/464287655) | — | $684K | 5.00% |
| [ISHARES 0-5 TIPS ETF](https://search.stillhousedata.com/security/46429B747) | — | $574K | 4.00% |
| [VANGUARD REAL ESTATE](https://search.stillhousedata.com/security/922908553) | — | $251K | 2.00% |
| [SPDR Gold Shares](https://search.stillhousedata.com/security/78463V107) | — | $220K | 2.00% |
| [SPDR OIL & GAS EXP &](https://search.stillhousedata.com/security/78468R556) | — | $214K | 2.00% |
| [Fidelity Investments](https://search.stillhousedata.com/security/316175108) | — | $125K | 1.00% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2021-08-31 | $14.1M |
| 2021-05-31 | $11.5M |
| 2021-02-28 | $10.4M |
| 2020-11-30 | $11.1M |
| 2020-08-31 | $14.5M |
| 2020-05-31 | $16.0M |

## More

- [Registrant: Starboard Investment Trust](https://search.stillhousedata.com/registrant/1464413)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000038309.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.