Portfolio (Quarterly)
Guide ↗
CX Institutional
· CIK 0001737089| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | OII | OCEANEERING INTL | Energy | 870 | $31K | 0.00% | SOLD |
| 22 | ZG | ZILLOW GROUP I-A | Communication Services | 689 | $29K | 0.00% | SOLD |
| 23 | JPEM | JPM DIV RT EM EQ | — | 446 | $28K | 0.00% | SOLD |
| 24 | THC | TENET HEALTHCARE | Healthcare | 141 | $27K | 0.00% | SOLD |
| 25 | INSM | INSMED INC | Healthcare | 150 | $25K | 0.00% | SOLD |
| 26 | EXG | Eaton Vance Funds/Closed-end/U | Financial Services | 2,460 | $21K | 0.00% | SOLD |
| 27 | IBHG | iShares ETFs/USA | — | 929 | $21K | 0.00% | SOLD |
| 28 | IBHF | iShares ETFs/USA | — | 929 | $21K | 0.00% | SOLD |
| 29 | JEPI | JP Morgan ETFs/USA | — | 373 | $21K | 0.00% | SOLD |
| 30 | WRLD | WORLD ACCEPTANCE | Financial Services | 159 | $21K | 0.00% | SOLD |
| 31 | CROX | CROCS INC | Consumer Cyclical | 238 | $20K | 0.00% | SOLD |
| 32 | IBDT | iShares ETFs/USA | — | 790 | $20K | 0.00% | SOLD |
| 33 | AWI | ARMSTRONG WORLD | Industrials | 114 | $19K | 0.00% | SOLD |
| 34 | NSIT | INSIGHT ENTERPRI | Technology | 250 | $17K | 0.00% | SOLD |
| 35 | SEB | SEABOARD CORP | Industrials | 3 | $17K | 0.00% | SOLD |
| 36 | PHYL | PGIM ACTIVE HIGH | — | 459 | $16K | — | SOLD |
| 37 | ATR | APTARGROUP INC | Healthcare | 119 | $15K | — | SOLD |
| 38 | QXO | QXO INC | Industrials | 772 | $15K | — | SOLD |
| 39 | — | GLOBUS MEDICAL I | — | 159 | $14K | — | SOLD |
| 40 | IBDS | iShares ETFs/USA | — | 575 | $14K | — | SOLD |
Sector Allocation
Technology
27.9%
Financial Services
16.4%
Healthcare
15.7%
Consumer Cyclical
13.2%
Industrials
8.6%
Communication Services
6.9%
Consumer Defensive
3.7%
Energy
2.7%
Utilities
2.2%
Basic Materials
2.0%