CA
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CXI Advisors13F | |
| CXI Advisors | |
| Last update 2020-01-28 | 229 Stocks (0 new) |
| Value $34.00 Mil | Turnover 0 % |
CXI Advisors Top Holdings of 2019-12-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 292,285 | 21,246.0 | 0% | 62.670 | 0% | 0.070 | +17.14% | +6.95% | 71,133.9 | ||
EEMV |
iShares MSCI Emerging Markets Min Vol Factor ETF
iShares MSCI Emerging Markets Min Vol Factor ETF
| 76,077 | 4,463.0 | 0% | 13.160 | 0% | 0.120 | +10.41% | +10.46% | 4,583.9 | ||
IVV | iShares Core S&P 500 ETF | 13,501 | 4,364.0 | 0% | 12.870 | 0% | 0.000 | +16.64% | +7.34% | 623,553.8 | ||
CMCSA | Comcast Corp | 5,130 | 231.0 | 0% | 0.680 | 0% | 0.000 | +1.86% | -1.35% | 134,618.7 | Telecommunication Services | |
SPLV | Invesco S&P 500 Low Volatility ETF | 3,223 | 188.0 | 0% | 0.550 | 0% | 0.000 | -1.12% | +5.16% | 7,691.5 | ||
GOOGL | Alphabet Inc | 2,460 | 165.0 | 0% | 0.490 | 0% | 0.000 | +18.37% | -5.65% | 2,168,329.2 | Interactive Media | |
VV | Vanguard Large Cap ETF | 919 | 136.0 | 0% | 0.400 | 0% | 0.000 | +16.87% | +7.61% | 38,759.7 | ||
MSFT | Microsoft Corp | 761 | 120.0 | 0% | 0.350 | 0% | 0.000 | +33.25% | +18.19% | 3,688,474.2 | Software | |
URTH | iShares MSCI World ETF | 909 | 90.0 | 0% | 0.270 | 0% | 0.010 | +15.97% | +10.59% | 5,034.2 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 976 | 83.0 | 0% | 0.240 | 0% | 0.000 | +0.57% | +2.49% | 23,965.1 |
CXI Advisors's Historical Top Holdings Breakdowns
CXI Advisors Total Holding History ($B)
CXI Advisors's Asset Allocation
CXI Advisors Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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CXI Advisors's Hypothetical Growth since 2019-12-31
CXI Advisors's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CXI Advisors's Holdings Heat Map
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CXI Advisors's Holdings Bubble Chart
CXI Advisors News
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