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
451
$268K 0.01%
4,680
+1,194
452
$268K 0.01%
9,086
-3,376
453
$265K 0.01%
1,386
-45
454
$265K 0.01%
+1,077
455
$265K 0.01%
+15,385
456
$264K 0.01%
1,633
+154
457
$263K 0.01%
2,481
+139
458
$263K 0.01%
+1,514
459
$261K 0.01%
+333
460
$260K 0.01%
+3,852
461
$257K 0.01%
+5,399
462
$251K 0.01%
1,109
+35
463
$251K 0.01%
+3,838
464
$250K 0.01%
+2,942
465
$250K 0.01%
+7,991
466
$250K 0.01%
2,008
+36
467
$242K 0.01%
2,212
+91
468
$242K 0.01%
+4,432
469
$240K 0.01%
+3,666
470
$240K 0.01%
4,545
-1,202
471
$237K 0.01%
+7,722
472
$237K 0.01%
719
-74
473
$237K 0.01%
+2,924
474
$236K 0.01%
+1,622
475
$234K 0.01%
1,946
+34
17 18
19
20 21