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
$927M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
927
New
Increased
Reduced
Closed

Top Sells

1 +$26.7M
2 +$19.4M
3 +$12.6M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$10.4M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$8.25M

Sector Composition

1 Industrials 7.4%
2 Healthcare 5.35%
3 Financials 5.34%
4 Consumer Staples 4.12%
5 Technology 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$8K ﹤0.01%
342
+162
702
$8K ﹤0.01%
558
+86
703
$8K ﹤0.01%
164
+118
704
$8K ﹤0.01%
717
+510
705
$8K ﹤0.01%
+300
706
$8K ﹤0.01%
+775
707
$7K ﹤0.01%
202
+58
708
$7K ﹤0.01%
342
+52
709
$7K ﹤0.01%
401
+371
710
$7K ﹤0.01%
125
+3
711
$7K ﹤0.01%
171
+82
712
$7K ﹤0.01%
71
+21
713
$7K ﹤0.01%
485
+80
714
$7K ﹤0.01%
53
+13
715
$7K ﹤0.01%
464
+18
716
$7K ﹤0.01%
111
+24
717
$7K ﹤0.01%
306
+69
718
$7K ﹤0.01%
1,658
+1,055
719
$7K ﹤0.01%
68
720
$6K ﹤0.01%
65
+38
721
$6K ﹤0.01%
29
722
$6K ﹤0.01%
123
-118
723
$6K ﹤0.01%
907
724
$6K ﹤0.01%
300
725
$6K ﹤0.01%
114
+70