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
1101
$3K ﹤0.01%
+96
1102
$3K ﹤0.01%
+1,961
1103
$3K ﹤0.01%
+50
1104
$3K ﹤0.01%
+412
1105
$3K ﹤0.01%
+329
1106
$3K ﹤0.01%
+466
1107
$3K ﹤0.01%
+27
1108
$3K ﹤0.01%
+95
1109
$3K ﹤0.01%
+149
1110
$3K ﹤0.01%
+38
1111
$3K ﹤0.01%
+207
1112
$3K ﹤0.01%
+1,185
1113
$3K ﹤0.01%
+384
1114
$3K ﹤0.01%
+30
1115
$3K ﹤0.01%
+128
1116
$3K ﹤0.01%
+69
1117
$3K ﹤0.01%
+700
1118
$3K ﹤0.01%
+110
1119
$3K ﹤0.01%
+7
1120
$3K ﹤0.01%
+74
1121
$3K ﹤0.01%
+849
1122
$3K ﹤0.01%
+28
1123
$3K ﹤0.01%
+6
1124
$3K ﹤0.01%
+460
1125
$3K ﹤0.01%
+37