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

Top Buys

1
+$14.3M
2
+$13.4M
3
+$10.9M
4
JPM icon
JPMorgan Chase
JPM
+$9.95M
5
HD icon
Home Depot
HD
+$9.75M

Top Sells

1
+$32.9M
2
+$26.8M
3
+$20.6M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$20.5M
5
AMT icon
American Tower
AMT
+$13.9M

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
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231
$226K 0.01%
3,551
-17
232
$225K 0.01%
5,861
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233
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1,114
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234
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2,258
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235
$224K 0.01%
4,688
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236
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8,456
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237
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4,503
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238
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239
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240
$212K 0.01%
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241
$212K 0.01%
2,025
242
$210K 0.01%
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243
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244
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245
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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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