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
$1.56B
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.9M
3
+$12.1M
4
PWR icon
Quanta Services
PWR
+$9.83M
5
BAC icon
Bank of America
BAC
+$8.91M

Top Sells

1
+$18.9M
2
+$11.5M
3
+$8.4M
4
PYPL icon
PayPal
PYPL
+$6.82M
5
CRM icon
Salesforce
CRM
+$5.74M

Sector Composition

1 Technology 22.76%
2 Financials 12.57%
3 Healthcare 11.02%
4 Consumer Discretionary 9.71%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$372K 0.02%
8,236
+1,000
227
$371K 0.02%
+14,355
228
$371K 0.02%
5,356
-365
229
$364K 0.02%
1,049
-30
230
$363K 0.02%
1,732
+161
231
$360K 0.02%
4,543
232
$358K 0.02%
2,252
233
$356K 0.02%
+9,297
234
$352K 0.02%
+2,045
235
$352K 0.02%
1,233
-7
236
$347K 0.02%
+4,719
237
$346K 0.02%
7,899
+2,754
238
$341K 0.02%
578
+57
239
$340K 0.02%
1,419
+5
240
$340K 0.02%
+4,115
241
$339K 0.02%
+7,310
242
$335K 0.02%
1,776
-91
243
$331K 0.02%
+2,227
244
$329K 0.02%
6,182
245
$327K 0.02%
587
+160
246
$327K 0.02%
10,613
247
$326K 0.02%
+5,981
248
$325K 0.02%
11,650
249
$325K 0.02%
2,494
-88,437
250
$323K 0.02%
3,690
-587
8 9
10
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