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
476
$233K 0.01%
8,709
+363
477
$233K 0.01%
+3,889
478
$231K 0.01%
+1,392
479
$230K 0.01%
20,502
480
$227K 0.01%
9,047
-92,770
481
$227K 0.01%
+509
482
$226K 0.01%
+3,110
483
$224K 0.01%
+4,908
484
$223K 0.01%
+2,183
485
$223K 0.01%
+2,432
486
$221K 0.01%
2,722
+156
487
$221K 0.01%
+2,480
488
$219K 0.01%
+6,929
489
$219K 0.01%
+3,816
490
$219K 0.01%
+11,616
491
$218K 0.01%
+2,469
492
$216K 0.01%
+10,362
493
$216K 0.01%
+1,453
494
$215K 0.01%
1,787
-257
495
$213K 0.01%
+3,345
496
$213K 0.01%
2,354
-162
497
$212K 0.01%
+9,151
498
$209K 0.01%
+3,972
499
$207K 0.01%
+3,306
500
$203K 0.01%
+712
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