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
$2.65B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$15.8M
3 +$15.6M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$13.6M
5
SCHW icon
Charles Schwab
SCHW
+$13.5M

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
1051
$6K ﹤0.01%
+75
1052
$6K ﹤0.01%
+400
1053
$6K ﹤0.01%
+484
1054
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+390
1055
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+155
1056
$6K ﹤0.01%
171
-957
1057
$6K ﹤0.01%
+91
1058
$6K ﹤0.01%
+1,352
1059
$6K ﹤0.01%
+140
1060
$5K ﹤0.01%
+252
1061
$5K ﹤0.01%
+300
1062
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+44
1063
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+97
1064
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+161
1065
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+63
1066
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+113
1067
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+123
1068
$5K ﹤0.01%
+1,040
1069
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+130
1070
$5K ﹤0.01%
+104
1071
$5K ﹤0.01%
+153
1072
$5K ﹤0.01%
+137
1073
$5K ﹤0.01%
+7,000
1074
$5K ﹤0.01%
+218
1075
$5K ﹤0.01%
+228