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Home > Institutional Investor > Cxi Advisors > Profile

Instuitional Investor - Cxi Advisors

Fund Profile
Filing Period:
Fund Name: Cxi Advisors
Portfolio Value $44,608,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 292,285 $21,246,000 47.62%
2.
Ishares Etfsa
 138,241 $10,304,000 23.09%
3.
Ishares Inc
 EWA 76,077 $4,463,000 10%
4.
Ishares Trust
 IEF 13,501 $4,364,000 9.78%
5.
Comcast Corp
 CMCSA 5,130 $231,000 0.51%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)