CX Institutional
· CIK 0001737089| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | COMERICA INC | — | 4,050 | $352K | 0.01% | SOLD |
| 2 | — | DAYFORCE INC | — | 4,449 | $308K | 0.01% | SOLD |
| 3 | — | CADENCE BANK | — | 4,096 | $175K | 0.01% | SOLD |
| 4 | SMAY | First Trust Exchange-Traded Fu | — | 5,108 | $133K | 0.00% | SOLD |
| 5 | FMAY | First Trust Exchange-Traded Fu | — | 1,341 | $72K | 0.00% | SOLD |
| 6 | FCFS | FIRSTCASH HOLDIN | Financial Services | 423 | $67K | 0.00% | SOLD |
| 7 | TJUL | Innovator ETF Trust | — | 2,028 | $60K | 0.00% | SOLD |
| 8 | FV | First Trust ETFs/USA | — | 917 | $58K | 0.00% | SOLD |
| 9 | SPSB | State Street ETF/USA | — | 1,844 | $56K | 0.00% | SOLD |
| 10 | EMB | iShares ETFs/USA | — | 515 | $50K | 0.00% | SOLD |
| 11 | LI | LI AUTO INC -ADR | Consumer Cyclical | 2,948 | $50K | 0.00% | SOLD |
| 12 | BLES | Northern Lights Fund Trust IV/ | — | 1,160 | $50K | 0.00% | SOLD |
| 13 | IUSB | iShares ETFs/USA | — | 907 | $42K | 0.00% | SOLD |
| 14 | IEI | iShares ETFs/USA | — | 324 | $39K | 0.00% | SOLD |
| 15 | IWP | iShares ETFs/USA | — | 278 | $38K | 0.00% | SOLD |
| 16 | LMBS | First Trust ETFs/USA | — | 574 | $29K | 0.00% | SOLD |
| 17 | FJUN | First Trust Exchange-Traded Fu | — | 379 | $22K | 0.00% | SOLD |
| 18 | IGSB | iShares ETFs/USA | — | 394 | $21K | 0.00% | SOLD |
| 19 | VCSH | Vanguard ETF/USA | — | 256 | $20K | 0.00% | SOLD |
| 20 | IXUS | iShares ETFs/USA | — | 216 | $18K | 0.00% | SOLD |
Sector Allocation
Technology
26.3%
Healthcare
15.9%
Financial Services
15.4%
Consumer Cyclical
13.3%
Industrials
9.3%
Communication Services
6.6%
Consumer Defensive
4.2%
Energy
4.0%
Utilities
2.2%
Basic Materials
1.8%