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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
676
$29K ﹤0.01%
346
+215
677
$29K ﹤0.01%
546
+60
678
$29K ﹤0.01%
567
+49
679
$29K ﹤0.01%
1,265
+120
680
$29K ﹤0.01%
257
+45
681
$28K ﹤0.01%
1,246
-27
682
$28K ﹤0.01%
1,199
+151
683
$28K ﹤0.01%
400
684
$28K ﹤0.01%
237
-14
685
$28K ﹤0.01%
1,998
-85
686
$28K ﹤0.01%
168
+7
687
$27K ﹤0.01%
772
+78
688
$27K ﹤0.01%
137
+11
689
$27K ﹤0.01%
1,080
+116
690
$27K ﹤0.01%
2,174
691
$27K ﹤0.01%
200
-41
692
$27K ﹤0.01%
390
+63
693
$27K ﹤0.01%
115
694
$27K ﹤0.01%
2,500
695
$27K ﹤0.01%
2,000
696
$26K ﹤0.01%
1,691
697
$26K ﹤0.01%
1,203
+425
698
$26K ﹤0.01%
2,146
699
$26K ﹤0.01%
66
700
$25K ﹤0.01%
269
+57
26 27
28
29 30