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
$1.49B
AUM Growth
+$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.3M
3
+$11.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$10.7M
5
ADBE icon
Adobe
ADBE
+$10.5M

Top Sells

1
+$8.44M
2
+$7.23M
3
+$6.73M
4
AAPL icon
Apple
AAPL
+$6.31M
5
IBB icon
iShares Biotechnology ETF
IBB
+$5.56M

Sector Composition

1 Technology 29.76%
2 Healthcare 13.19%
3 Financials 12.58%
4 Consumer Discretionary 8.62%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$226K 0.02%
6,802
+287
227
$220K 0.01%
+4,375
228
$218K 0.01%
890
-4
229
$217K 0.01%
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230
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231
$212K 0.01%
4,531
232
$212K 0.01%
357,626
+57,805
233
$211K 0.01%
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234
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2,384
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235
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236
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1,369
-1,235
237
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238
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239
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240
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241
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242
$188K 0.01%
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243
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244
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-32
245
$139K 0.01%
14,355
246
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16,050
247
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13,320
248
$127K 0.01%
11,000
249
$102K 0.01%
16,500
250
$82.5K 0.01%
23,316
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10
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