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
1176
$1K ﹤0.01%
+21
1177
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+13
1178
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+70
1179
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1181
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1185
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1186
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1187
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9
-12,314
1188
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+42
1197
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+5
1198
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+40
1199
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+14
1200
$1K ﹤0.01%
+20