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Home > Institutional Investor > Cx Institutional > Profile

Instuitional Investor - Cx Institutional

Fund Profile
Filing Period:
Fund Name: Cx Institutional
Portfolio Value $3,278,161
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Etfsa
 1,147,807 $115,538 3.52%
2.
Ishares Trust
 VLUE 985,753 $89,240 2.72%
3.
Spdr Series Trust
 2,815,704 $80,698 2.46%
4.
Vanguard Etfa
 1,387,555 $66,672 2.03%
5.
Apple Inc.
 AAPL 254,754 $64,654 1.97%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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