CA

CXI Advisors Portfolio holdings

AUM $44.6M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.6M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1 +$21.2M
2 +$10.3M
3 +$4.46M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.36M
5
CMCSA icon
Comcast
CMCSA
+$231K

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 1.15%
2 Technology 1.02%
3 Healthcare 0.56%
4 Financials 0.53%
5 Consumer Discretionary 0.5%