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
926
$1K ﹤0.01%
152
-3
927
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121
928
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14
929
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10
930
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931
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30
-59
932
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3
933
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26
-21
934
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750
935
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41
936
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+10
937
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30
938
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25
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939
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28
-54
940
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7
941
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27
942
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4
943
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944
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945
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946
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4
947
$1K ﹤0.01%
11
-7
948
$1K ﹤0.01%
7
-45
949
$1K ﹤0.01%
+24
950
$1K ﹤0.01%
36
-221
36 37
38
39 40