CI

CX Institutional Portfolio holdings

AUM $3.29B
1-Year Est. Return 12.45%
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.65B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$14.6M
3 +$14.3M
4
SCHW icon
Charles Schwab
SCHW
+$13.4M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$12.7M

Sector Composition

1 Technology 8.12%
2 Healthcare 6.11%
3 Financials 5.49%
4 Industrials 4.32%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$9K ﹤0.01%
+130
1027
$9K ﹤0.01%
+22
1028
$9K ﹤0.01%
+1,499
1029
$9K ﹤0.01%
+397
1030
$8K ﹤0.01%
+120
1031
$8K ﹤0.01%
+531
1032
$8K ﹤0.01%
+2,129
1033
$8K ﹤0.01%
+186
1034
$8K ﹤0.01%
+165
1035
$8K ﹤0.01%
+250
1036
$7K ﹤0.01%
+29
1037
$7K ﹤0.01%
+1,000
1038
$7K ﹤0.01%
+378
1039
$7K ﹤0.01%
+144
1040
$7K ﹤0.01%
+60
1041
$7K ﹤0.01%
70
-8,788
1042
$7K ﹤0.01%
+41
1043
$7K ﹤0.01%
+199
1044
$7K ﹤0.01%
+234
1045
$7K ﹤0.01%
+39
1046
$7K ﹤0.01%
+36
1047
$7K ﹤0.01%
+61
1048
$6K ﹤0.01%
+100
1049
$6K ﹤0.01%
+164
1050
$6K ﹤0.01%
57
-2,514