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
$1.65B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$15.5M
3
+$15M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$14.2M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$12.8M

Top Sells

1
+$18.3M
2
+$15.4M
3
+$11.9M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$10.1M
5
IYW icon
iShares US Technology ETF
IYW
+$8.95M

Sector Composition

1 Healthcare 4.81%
2 Financials 4%
3 Industrials 3.75%
4 Technology 3.64%
5 Consumer Discretionary 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
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