CI

CX Institutional Portfolio holdings

AUM $2.87B
1-Year Est. Return 12.62%
This Quarter Est. Return
1 Year Est. Return
+12.62%
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
+$20.3M
2
+$7.48M
3
+$7.15M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$7.12M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.92M

Top Sells

1
+$8.07M
2
+$7.99M
3
+$7.95M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$7.13M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.35M

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%
939
+201
777
$16K ﹤0.01%
106
778
$15K ﹤0.01%
308
-156
779
$15K ﹤0.01%
129
780
$15K ﹤0.01%
1,151
781
$15K ﹤0.01%
718
+96
782
$15K ﹤0.01%
1,040
783
$15K ﹤0.01%
+339
784
$15K ﹤0.01%
280
-2
785
$15K ﹤0.01%
380
786
$14K ﹤0.01%
1,202
787
$14K ﹤0.01%
163
-88
788
$14K ﹤0.01%
403
+31
789
$14K ﹤0.01%
424
+277
790
$14K ﹤0.01%
523
+142
791
$14K ﹤0.01%
600
792
$14K ﹤0.01%
188
-48
793
$14K ﹤0.01%
141
+31
794
$14K ﹤0.01%
243
795
$13K ﹤0.01%
384
+3
796
$13K ﹤0.01%
+281
797
$13K ﹤0.01%
276
798
$13K ﹤0.01%
500
799
$13K ﹤0.01%
131
800
$13K ﹤0.01%
544
-74
30 31
32
33 34