Portfolio (Quarterly)
Guide ↗
CX Institutional
· CIK 0001737089| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | LGIH | LGI HOMES INC | Consumer Cyclical | 30 | $1K | — | SOLD |
| 122 | LSTR | LANDSTAR SYSTEM | Industrials | 4 | $1K | — | SOLD |
| 123 | LMAT | LEMAITRE VASCULA | Healthcare | 15 | $1K | — | SOLD |
| 124 | MORN | MORNINGSTAR INC | Financial Services | 3 | $1K | — | SOLD |
| 125 | — | SOLESENCE INC | — | 500 | $1K | — | SOLD |
| 126 | NOG | NORTHERN OIL AND | Energy | 27 | $1K | — | SOLD |
| 127 | POWI | POWER INTEGRATIO | Technology | 17 | $1K | — | SOLD |
| 128 | BOIL | ProShares Trust II | Financial Services | 30 | $1K | — | SOLD |
| 129 | PB | PROSPERITY BNCSH | Financial Services | 11 | $1K | — | SOLD |
| 130 | — | RYANAIR HLDG-ADR | — | 10 | $1K | — | SOLD |
| 131 | SPTL | SPDR Series Trust | — | 55 | $1K | — | SOLD |
| 132 | SNDR | SCHNEIDER NATL-B | Industrials | 19 | $1K | — | SOLD |
| 133 | SXI | STANDEX INTL CO | Industrials | 6 | $1K | — | SOLD |
| 134 | TAK | TAKEDA PHARM-ADR | Healthcare | 41 | $1K | — | SOLD |
| 135 | TRIN | TRINITY CAPITAL | Financial Services | 100 | $1K | — | SOLD |
| 136 | USPH | US PHYSICAL THER | Healthcare | 11 | $1K | — | SOLD |
| 137 | UNF | UNIFIRST CORP/MA | Industrials | 3 | $1K | — | SOLD |
| 138 | VTIP | Vanguard Malvern Funds | — | 29 | $1K | — | SOLD |
| 139 | WING | WINGSTOP INC | Consumer Cyclical | 4 | $1K | — | SOLD |
| 140 | ZIM | ZIM INTEGRATED S | Industrials | 50 | $1K | — | 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%