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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
776
$16K ﹤0.01%
106
777
$16K ﹤0.01%
525
778
$15K ﹤0.01%
308
-156
779
$15K ﹤0.01%
280
-2
780
$15K ﹤0.01%
380
781
$15K ﹤0.01%
129
782
$15K ﹤0.01%
1,151
783
$15K ﹤0.01%
718
+96
784
$15K ﹤0.01%
1,040
785
$15K ﹤0.01%
+339
786
$14K ﹤0.01%
1,202
787
$14K ﹤0.01%
163
-88
788
$14K ﹤0.01%
403
+31
789
$14K ﹤0.01%
600
790
$14K ﹤0.01%
376
-96
791
$14K ﹤0.01%
424
+277
792
$14K ﹤0.01%
523
+142
793
$14K ﹤0.01%
141
+31
794
$14K ﹤0.01%
243
795
$13K ﹤0.01%
+281
796
$13K ﹤0.01%
276
797
$13K ﹤0.01%
500
798
$13K ﹤0.01%
131
799
$13K ﹤0.01%
544
-74
800
$13K ﹤0.01%
279
-188
30 31
32
33 34