CI

CX Institutional Portfolio holdings

AUM $3.35B
1-Year Est. Return 15.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
936
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$6.9M
3
+$4.68M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.16M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.05M

Top Sells

1
+$10.1M
2
+$8.1M
3
+$4.11M
4
URTH icon
iShares MSCI World ETF
URTH
+$3.55M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.01M

Sector Composition

1 Industrials 5.83%
2 Financials 5.52%
3 Healthcare 4.7%
4 Technology 3.78%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1K ﹤0.01%
31
-62
852
$1K ﹤0.01%
89
-142
853
$1K ﹤0.01%
+26
854
$1K ﹤0.01%
+2
855
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856
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857
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858
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859
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860
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862
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863
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864
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865
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866
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867
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868
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869
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870
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871
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872
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873
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874
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875
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-64
33 34
35
36 37