Portfolio (Quarterly)
Guide ↗
CX Institutional
· CIK 0001737089| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | SKT | TANGER INC | Real Estate | 252 | $8K | — | SOLD |
| 42 | OAEM | Unified Series Trust/Oneascent | — | 224 | $8K | — | SOLD |
| 43 | MOAT | VanEck ETFs/USA | — | 77 | $8K | — | SOLD |
| 44 | MD | PEDIATRIX MEDICA | Healthcare | 347 | $7K | — | SOLD |
| 45 | RHI | ROBERT HALF INC | Industrials | 249 | $7K | — | SOLD |
| 46 | CION | CION INVESTMENT | Financial Services | 574 | $6K | — | SOLD |
| 47 | MLPA | Global X ETFs/USA | — | 125 | $6K | — | SOLD |
| 48 | ETH | Grayscale Investments LLC/USA | Financial Services | 200 | $6K | — | SOLD |
| 49 | KGC | KINROSS GOLD | Basic Materials | 200 | $6K | — | SOLD |
| 50 | NTR | NUTRIEN LTD | Basic Materials | 100 | $6K | — | SOLD |
| 51 | IAUI | Neos ETF Trust | — | 115 | $6K | — | SOLD |
| 52 | AVLV | American Century ETF Trust | — | 66 | $5K | — | SOLD |
| 53 | AVUV | American Century ETF Trust | — | 50 | $5K | — | SOLD |
| 54 | CSR | CENTERSPACE | Real Estate | 70 | $5K | — | SOLD |
| 55 | EVV | Eaton Vance Funds/USA | Financial Services | 513 | $5K | — | SOLD |
| 56 | GPIQ | Goldman Sachs ETF Trust | — | 100 | $5K | — | SOLD |
| 57 | IXG | iShares ETFs/USA | — | 44 | $5K | — | SOLD |
| 58 | CALF | Pacer ETFs/USA | — | 111 | $5K | — | SOLD |
| 59 | PBA | PEMBINA PIPELINE | Energy | 124 | $5K | — | SOLD |
| 60 | SPOT | SPOTIFY TECHNOLO | Communication Services | 8 | $5K | — | 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%