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
$1.32B
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$11.5M
3
+$9.94M
4
AAPL icon
Apple
AAPL
+$8.98M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$7.74M

Top Sells

1
+$33.8M
2
+$19M
3
+$18.2M
4
BBY icon
Best Buy
BBY
+$16.2M
5
JPM icon
JPMorgan Chase
JPM
+$13M

Sector Composition

1 Technology 23.61%
2 Healthcare 12.14%
3 Financials 11.61%
4 Industrials 7.81%
5 Consumer Discretionary 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$264K 0.02%
5,900
-122
227
$264K 0.02%
6,058
+336
228
$263K 0.02%
5,043
-207
229
$262K 0.02%
1,095
-3,421
230
$261K 0.02%
+605
231
$259K 0.02%
11,145
+145
232
$253K 0.02%
1,353
+20
233
$251K 0.02%
1,090
234
$249K 0.02%
7,385
235
$248K 0.02%
+2,580
236
$246K 0.02%
2,734
-22
237
$245K 0.02%
4,115
-3,744
238
$244K 0.02%
12,571
+1,600
239
$242K 0.02%
+977
240
$234K 0.02%
4,830
-1,025
241
$232K 0.02%
1,593
242
$229K 0.02%
7,181
243
$225K 0.02%
+2,692
244
$225K 0.02%
+1,019
245
$224K 0.02%
+1,247
246
$223K 0.02%
+1,835
247
$219K 0.02%
+2,102
248
$218K 0.02%
+4,350
249
$216K 0.02%
+530
250
$216K 0.02%
+1,300
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