CI

CX Institutional Portfolio holdings

AUM $3.29B
1-Year Est. Return 12.45%
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$12.4M
3
+$10.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.71M
5
TSLA icon
Tesla
TSLA
+$4.5M

Top Sells

1
+$12M
2
+$11.6M
3
+$11.5M
4
EWD icon
iShares MSCI Sweden ETF
EWD
+$8.76M
5
AVGO icon
Broadcom
AVGO
+$5.53M

Sector Composition

1 Technology 7.28%
2 Healthcare 5.82%
3 Financials 4.88%
4 Industrials 4.6%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$398K 0.02%
2,146
+292
377
$396K 0.02%
2,017
-139
378
$396K 0.02%
1,632
+41
379
$396K 0.02%
4,450
+135
380
$396K 0.02%
3,628
+189
381
$395K 0.02%
10,244
+4,040
382
$395K 0.02%
1,683
+70
383
$390K 0.02%
2,341
-6,212
384
$389K 0.02%
1,876
+484
385
$388K 0.02%
4,738
+206
386
$386K 0.02%
9,647
+1,216
387
$385K 0.02%
+6,099
388
$385K 0.02%
6,696
+71
389
$382K 0.02%
+1,448
390
$382K 0.02%
5,052
+563
391
$374K 0.02%
+10,379
392
$367K 0.02%
6,336
+255
393
$362K 0.02%
6,548
+724
394
$361K 0.02%
6,352
-22,778
395
$361K 0.02%
1,931
+77
396
$356K 0.02%
3,965
-675
397
$355K 0.02%
13,555
-38,091
398
$352K 0.02%
8,282
+592
399
$351K 0.02%
9,950
+211
400
$349K 0.02%
3,062
+970
14 15
16
17 18