Portfolio (Quarterly)
Guide ↗
CX Institutional
· CIK 0001737089| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | — | SEALED AIR CORP | — | 196 | $8K | — | SOLD |
| 62 | PLTM | GRANITESHRS PLAT | Financial Services | 348 | $7K | — | SOLD |
| 63 | KIE | State Street ETF/USA | — | 121 | $7K | — | SOLD |
| 64 | ENR | ENERGIZER HOLDIN | Industrials | 379 | $6K | — | SOLD |
| 65 | IHF | iShares ETFs/USA | — | 134 | $6K | — | SOLD |
| 66 | PAAS | PAN AMER SILVER | Basic Materials | 101 | $6K | — | SOLD |
| 67 | SNAP | SNAP INC - A | Communication Services | 1,364 | $6K | — | SOLD |
| 68 | — | TELEFONICA-ADR | — | 1,352 | $6K | — | SOLD |
| 69 | VOD | VODAFONE GRP-ADR | Communication Services | 283 | $4K | — | SOLD |
| 70 | COLD | AMERICOLD REALTY TRUST INC | Real Estate | 261 | $3K | — | SOLD |
| 71 | — | BROWN-FORMAN -A | — | 94 | $3K | — | SOLD |
| 72 | DFAI | Dimensional ETF Trust | — | 70 | $3K | — | SOLD |
| 73 | ELAN | ELANCO ANIMAL HE | Healthcare | 145 | $3K | — | SOLD |
| 74 | — | First Trust ETFs/USA | — | 123 | $3K | — | SOLD |
| 75 | TW | TRADEWEB MARKE-A | Financial Services | 24 | $3K | — | SOLD |
| 76 | AA | ALCOA CORP | Basic Materials | 25 | $2K | — | SOLD |
| 77 | GTLS | CHART INDUSTRIES | Industrials | 10 | $2K | — | SOLD |
| 78 | CDE | COEUR MINING INC | Basic Materials | 100 | $2K | — | SOLD |
| 79 | AG | FIRST MAJESTIC S | Basic Materials | 100 | $2K | — | SOLD |
| 80 | — | SOUTH BOW CORP | — | 70 | $2K | — | 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%