ACI

Alpha Cubed Investments Portfolio holdings

AUM $2.92B
1-Year Est. Return 31.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.27%
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
+$13.9M
2
+$13.5M
3
+$12.8M
4
ISRG icon
Intuitive Surgical
ISRG
+$11.4M
5
ADBE icon
Adobe
ADBE
+$10.8M

Top Sells

1
+$9.07M
2
+$7.52M
3
+$7.2M
4
AAPL icon
Apple
AAPL
+$6.76M
5
NEE icon
NextEra Energy
NEE
+$5.91M

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%
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229
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231
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232
$212K 0.01%
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233
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234
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236
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239
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240
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241
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242
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244
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245
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246
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247
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248
$127K 0.01%
11,000
249
$102K 0.01%
16,500
250
$82.5K 0.01%
23,316
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