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
$766M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$3.76M
3
+$3.45M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.64M
5
KO icon
Coca-Cola
KO
+$2.46M

Top Sells

1
+$3.38M
2
+$2.9M
3
+$2.89M
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$1.11M
5
ABBV icon
AbbVie
ABBV
+$683K

Sector Composition

1 Technology 20.12%
2 Industrials 12.13%
3 Financials 11.13%
4 Communication Services 8.3%
5 Healthcare 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-2,013
252
– –
-17,119
253
– –
-2,319
254
– –
-5,297
255
– –
-769
256
– –
-5,000
257
– –
-19,808
7 8 9 10
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