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CI

CX Institutional Portfolio holdings

AUM $3.28B
1-Year Est. Return 15.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$7.52M
3
+$7.47M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$7.45M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.07M

Top Sells

1
+$8.38M
2
+$8.23M
3
+$8.06M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$7.23M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.49M

Sector Composition

1 Technology 4.31%
2 Financials 3.96%
3 Industrials 3.41%
4 Healthcare 3.38%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$34K ﹤0.01%
+542
652
$34K ﹤0.01%
139
653
$34K ﹤0.01%
71
+4
654
$34K ﹤0.01%
460
-48
655
$32K ﹤0.01%
299
+15
656
$32K ﹤0.01%
+2,019
657
$32K ﹤0.01%
955
+50
658
$32K ﹤0.01%
150
659
$32K ﹤0.01%
575
-355
660
$32K ﹤0.01%
1,933
661
$31K ﹤0.01%
648
+36
662
$30K ﹤0.01%
1,011
+125
663
$30K ﹤0.01%
709
+250
664
$30K ﹤0.01%
143
+35
665
$30K ﹤0.01%
1,351
-9
666
$30K ﹤0.01%
408
+33
667
$30K ﹤0.01%
142
+20
668
$30K ﹤0.01%
431
+46
669
$30K ﹤0.01%
670
670
$30K ﹤0.01%
563
-3
671
$30K ﹤0.01%
91
+13
672
$29K ﹤0.01%
630
-600
673
$29K ﹤0.01%
263
-71
674
$29K ﹤0.01%
342
+51
675
$29K ﹤0.01%
216
+21
25 26
27
28 29