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Home > Institutional Investor > Cx Institutional > Profile

Instuitional Investor - Cx Institutional

Fund Profile
Filing Period:
Fund Name: Cx Institutional
Portfolio Value $2,867,688
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Etfsa
 1,545,788 $155,645 5.43%
2.
State Street Etfa
 1,690,403 $80,852 2.82%
3.
State Street Etfa
 801,463 $73,518 2.56%
4.
Vanguard Etfa
 195,369 $71,538 2.49%
5.
Ishares Trust
 IEF 460,475 $69,255 2.42%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)