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
$2.64B
AUM Growth
+$395M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$38.4M
3
+$19.6M
4
NVDA icon
NVIDIA
NVDA
+$17.9M
5
AMD icon
Advanced Micro Devices
AMD
+$16.7M

Top Sells

1
+$48.9M
2
+$21.5M
3
+$21.2M
4
QCOM icon
Qualcomm
QCOM
+$20.6M
5
FIS icon
Fidelity National Information Services
FIS
+$16.4M

Sector Composition

1 Technology 35.55%
2 Financials 13.26%
3 Communication Services 9.66%
4 Industrials 9.17%
5 Consumer Discretionary 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$318K 0.01%
1,142
+17
227
$318K 0.01%
7,012
228
$317K 0.01%
+383
229
$302K 0.01%
2,335
-33
230
$299K 0.01%
+8,657
231
$295K 0.01%
3,164
+5
232
$294K 0.01%
18,076
233
$289K 0.01%
1,285
+153
234
$287K 0.01%
6,600
235
$285K 0.01%
1,469
-221
236
$284K 0.01%
+360
237
$281K 0.01%
3,771
+89
238
$279K 0.01%
+1,173
239
$279K 0.01%
9,557
-193
240
$278K 0.01%
+3,054
241
$272K 0.01%
32,771
242
$271K 0.01%
4,798
-389
243
$270K 0.01%
13,580
244
$270K 0.01%
2,183
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245
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2,683
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246
$267K 0.01%
1,124
-90
247
$266K 0.01%
+8,418
248
$262K 0.01%
5,135
-1,137
249
$259K 0.01%
5,092
250
$256K 0.01%
2,676
+363
8 9
10
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