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
401
$348K 0.02%
2,966
+420
402
$348K 0.02%
8,957
-10,345
403
$346K 0.02%
4,109
+50
404
$345K 0.02%
5,056
+925
405
$342K 0.02%
3,060
+791
406
$341K 0.02%
+15,409
407
$337K 0.02%
2,199
+42
408
$333K 0.02%
17,671
409
$332K 0.02%
685
+38
410
$332K 0.02%
1,132
411
$332K 0.02%
7,456
+1,056
412
$332K 0.02%
762
+53
413
$327K 0.02%
5,252
-292
414
$326K 0.02%
+2,329
415
$317K 0.02%
987
+84
416
$315K 0.02%
+1,714
417
$314K 0.02%
+4,238
418
$309K 0.02%
5,685
419
$309K 0.02%
2,272
+267
420
$308K 0.02%
446
+104
421
$303K 0.02%
3,297
-1,949
422
$303K 0.02%
1,866
-382
423
$303K 0.02%
+5,265
424
$302K 0.02%
3,944
-638
425
$302K 0.02%
+1,036
15 16
17
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