ACI

Alpha Cubed Investments Portfolio holdings

AUM $2.87B
1-Year Est. Return 30.46%
This Quarter Est. Return
1 Year Est. Return
+30.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$832M
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$11.2M
3
+$8.41M
4
MRK icon
Merck
MRK
+$8.28M
5
ORCL icon
Oracle
ORCL
+$8.18M

Top Sells

1
+$13.8M
2
+$9.71M
3
+$7.34M
4
WFC icon
Wells Fargo
WFC
+$5.46M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.39M

Sector Composition

1 Technology 21.97%
2 Healthcare 9.69%
3 Consumer Discretionary 8.88%
4 Industrials 8.66%
5 Communication Services 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
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