CA

CXI Advisors

13F
CXI Advisors
Last update 2020-01-28 229 Stocks (0 new)
Value $34.00 Mil Turnover 0 %
Countries:
Top Holdings: ITOT(62.67%)EEMV(13.16%)IVV(12.87%)CMCSA(0.68%)SPLV(0.55%)
Summary Stock Picks Current Portfolio
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
+18.83%
+7.92%
73,027.8
 
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
+8.42%
+9.71%
4,637.7
 
IVV
iShares Core S&P 500 ETF
13,501
4,364.0
0%
12.870
0%
0.000
+18.50%
+8.26%
642,209.1
 
CMCSA
Comcast Corp
5,130
231.0
0%
0.680
0%
0.000
+4.78%
-2.07%
133,629.3
Telecommunication Services
SPLV
Invesco S&P 500 Low Volatility ETF
3,223
188.0
0%
0.550
0%
0.000
+2.15%
+4.97%
7,641.9
 
GOOGL
Alphabet Inc
2,460
165.0
0%
0.490
0%
0.000
+22.60%
+0.73%
2,315,381.3
Interactive Media
VV
Vanguard Large Cap ETF
919
136.0
0%
0.400
0%
0.000
+18.68%
+8.48%
40,789.1
 
MSFT
Microsoft Corp
761
120.0
0%
0.350
0%
0.000
+35.37%
+20.48%
3,759,901.0
Software
URTH
iShares MSCI World ETF
909
90.0
0%
0.270
0%
0.010
+16.26%
+11.57%
5,274.0
 
SHY
iShares 1-3 Year Treasury Bond ETF
976
83.0
0%
0.240
0%
0.000
-0.12%
+0.72%
23,688.1
 

CXI Advisors's Historical Top Holdings Breakdowns

CXI Advisors Total Holding History ($B)

To

CXI Advisors's Asset Allocation

To

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

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