Portfolio (Quarterly)
Guide ↗
CX Institutional
· CIK 0001737089| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | — | CYBERARK SOFTWAR | — | 11 | $5K | — | SOLD |
| 62 | BMNR | BITMINE IMMERSIO | Financial Services | 150 | $4K | — | SOLD |
| 63 | BDJ | BlackRock Funds/Closed-End/USA | Financial Services | 435 | $4K | — | SOLD |
| 64 | DFEM | Dimensional ETF Trust | — | 136 | $4K | — | SOLD |
| 65 | GJAN | First Trust Exchange-Traded Fu | — | 103 | $4K | — | SOLD |
| 66 | UVSP | UNIVEST FINANCIA | Financial Services | 115 | $4K | — | SOLD |
| 67 | VCIT | Vanguard Scottsdale Funds | — | 49 | $4K | — | SOLD |
| 68 | GLTR | Aberdeen Standard Investments | Financial Services | 15 | $3K | — | SOLD |
| 69 | BFH | BREAD FINANCIAL | Financial Services | 45 | $3K | — | SOLD |
| 70 | — | BlackRock ETF Trust | — | 100 | $3K | — | SOLD |
| 71 | EQX | EQUINOX GOLD COR | Basic Materials | 200 | $3K | — | SOLD |
| 72 | RUSHB | RUSH ENTER-CL B | Consumer Cyclical | 50 | $3K | — | SOLD |
| 73 | BTCI | Neos ETF Trust | — | 75 | $3K | — | SOLD |
| 74 | VSS | Vanguard International Equity | — | 18 | $3K | — | SOLD |
| 75 | VOYA | VOYA FINANCIAL I | Financial Services | 36 | $3K | — | SOLD |
| 76 | PPLT | Aberdeen Standard Investments | Financial Services | 10 | $2K | — | SOLD |
| 77 | PALL | Aberdeen Standard Investments | Financial Services | 15 | $2K | — | SOLD |
| 78 | AVIV | American Century ETF Trust | — | 31 | $2K | — | SOLD |
| 79 | AVES | American Century ETF Trust | — | 34 | $2K | — | SOLD |
| 80 | AVDV | American Century ETF Trust | — | 24 | $2K | — | 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%