We are live on ! Find out more
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
951
$1K ﹤0.01%
6
+1
952
$1K ﹤0.01%
17
-12
953
$1K ﹤0.01%
43
-26
954
$1K ﹤0.01%
10
955
$1K ﹤0.01%
72
956
$1K ﹤0.01%
152
-3
957
$1K ﹤0.01%
26
958
$1K ﹤0.01%
2
959
$1K ﹤0.01%
53
-20
960
– –
-164
961
– –
-7
962
– –
-8
963
– –
-6
964
– –
-233
965
– –
-18
966
– –
-12
967
– –
-33
968
– –
-100
969
– –
-12
970
– –
-100
971
– –
-4,659
972
– –
-7
973
– –
-70
974
– –
-4,434
975
– –
-6
36 37 38
39
40