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
$2.19B
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13M
3
+$11.4M
4
HD icon
Home Depot
HD
+$10.2M
5
JPM icon
JPMorgan Chase
JPM
+$9.66M

Top Sells

1
+$37.4M
2
+$30.1M
3
+$22M
4
NFLX icon
Netflix
NFLX
+$19M
5
AMT icon
American Tower
AMT
+$15.7M

Sector Composition

1 Technology 29.67%
2 Financials 12.76%
3 Communication Services 11.18%
4 Consumer Discretionary 9.91%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$235K 0.01%
+795
227
$233K 0.01%
1,250
228
$231K 0.01%
10,186
-2,408
229
$228K 0.01%
2,461
-785
230
$227K 0.01%
644
+21
231
$226K 0.01%
3,551
-17
232
$225K 0.01%
5,861
+101
233
$225K 0.01%
1,114
-150
234
$225K 0.01%
2,258
-559
235
$224K 0.01%
4,688
+93
236
$223K 0.01%
8,456
+350
237
$222K 0.01%
4,503
+180
238
$218K 0.01%
2,732
+32
239
$218K 0.01%
+1,944
240
$212K 0.01%
+6,619
241
$212K 0.01%
2,025
242
$210K 0.01%
4,364
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243
$210K 0.01%
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244
$207K 0.01%
+329
245
$206K 0.01%
+2,930
246
$206K 0.01%
4,157
247
$205K 0.01%
+1,655
248
$205K 0.01%
1,729
-158
249
$203K 0.01%
+355
250
$202K 0.01%
+2,033
8 9
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