ACI

Alpha Cubed Investments Portfolio holdings

AUM $2.87B
1-Year Est. Return 30.46%
This Quarter Est. Return
1 Year Est. Return
+30.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$29.2M
3
+$23.8M
4
NVDA icon
NVIDIA
NVDA
+$19.8M
5
UNP icon
Union Pacific
UNP
+$17.3M

Top Sells

1
+$21.4M
2
+$17.5M
3
+$16M
4
MRK icon
Merck
MRK
+$14.5M
5
ISRG icon
Intuitive Surgical
ISRG
+$14.2M

Sector Composition

1 Technology 28.1%
2 Financials 15.61%
3 Communication Services 9.21%
4 Industrials 8.21%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$285K 0.01%
+2,368
227
$283K 0.01%
4,175
-7
228
$281K 0.01%
3,600
229
$276K 0.01%
+3,895
230
$274K 0.01%
+8,843
231
$270K 0.01%
+13,580
232
$270K 0.01%
4,533
+1
233
$269K 0.01%
2,408
+679
234
$266K 0.01%
+2,029
235
$264K 0.01%
2,170
236
$260K 0.01%
4,098
-1,747
237
$259K 0.01%
+5,092
238
$258K 0.01%
4,714
-272
239
$255K 0.01%
4,770
+82
240
$255K 0.01%
4,325
+168
241
$249K 0.01%
6,053
242
$249K 0.01%
21,011
243
$248K 0.01%
511
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244
$246K 0.01%
12,298
245
$245K 0.01%
+7,563
246
$245K 0.01%
460
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247
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+9,750
248
$244K 0.01%
5,956
+95
249
$244K 0.01%
3,732
+976
250
$243K 0.01%
4,920
+417
8 9
10
11 12