Portfolio (Quarterly)
Guide ↗
CX Institutional
· CIK 0001737089| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | — | AIR LEASE C | — | 17 | $1K | — | SOLD |
| 82 | ALNY | ALNYLAM PHARMACE | Healthcare | 4 | $1K | — | SOLD |
| 83 | BLDP | BALLARD POWER | Industrials | 300 | $1K | — | SOLD |
| 84 | B | BARRICK MINING C | Basic Materials | 30 | $1K | — | SOLD |
| 85 | BLBD | BLUE BIRD CORP | Consumer Cyclical | 10 | $1K | — | SOLD |
| 86 | GRAL | GRAIL INC | Healthcare | 25 | $1K | — | SOLD |
| 87 | KFY | KORN FERRY | Industrials | 8 | $1K | — | SOLD |
Sector Allocation
Technology
28.1%
Financial Services
16.5%
Healthcare
15.9%
Consumer Cyclical
13.3%
Industrials
8.6%
Communication Services
6.1%
Consumer Defensive
3.7%
Energy
2.8%
Utilities
2.2%
Basic Materials
2.0%