ACI

Alpha Cubed Investments Portfolio holdings

AUM $2.64B
1-Year Est. Return 26.8%
This Quarter Est. Return
1 Year Est. Return
+26.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$5.17M
3
+$3.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.01M
5
NEM icon
Newmont
NEM
+$2.94M

Top Sells

1
+$4.58M
2
+$4.24M
3
+$3.81M
4
AMZN icon
Amazon
AMZN
+$3.18M
5
MET icon
MetLife
MET
+$2.92M

Sector Composition

1 Technology 20.73%
2 Financials 11.84%
3 Industrials 10.03%
4 Healthcare 9.33%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$248K 0.02%
4,069
+100
227
$247K 0.02%
3,914
-198
228
$246K 0.02%
14,000
229
$244K 0.02%
11,500
230
$242K 0.02%
1,223
231
$237K 0.02%
6,325
-510
232
$237K 0.02%
3,053
233
$235K 0.02%
3,674
234
$232K 0.02%
2,020
+40
235
$231K 0.02%
1,767
-946
236
$226K 0.02%
13,381
237
$225K 0.02%
879
238
$225K 0.02%
+6,127
239
$222K 0.02%
+9,204
240
$222K 0.02%
21,775
-400
241
$222K 0.02%
4,407
-458
242
$220K 0.02%
+4,851
243
$219K 0.02%
3,010
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244
$218K 0.02%
738
245
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+396
246
$216K 0.02%
1,364
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247
$215K 0.02%
6,282
-8
248
$215K 0.02%
+7,000
249
$212K 0.02%
1,419
+28
250
$208K 0.02%
+2,295
8 9
10
11 12