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
$2.07B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$12.5M
3
+$12.2M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$12M
5
VUG icon
Vanguard Growth ETF
VUG
+$9.79M

Top Sells

1
+$19.1M
2
+$15.8M
3
+$15.4M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$15.1M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$13.8M

Sector Composition

1 Technology 7.64%
2 Healthcare 5.49%
3 Consumer Discretionary 4.56%
4 Industrials 4.4%
5 Financials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
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