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

Top Buys

1 +$6.05M
2 +$3.74M
3 +$3.45M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.68M
5
KO icon
Coca-Cola
KO
+$2.46M

Top Sells

1 +$3.53M
2 +$2.94M
3 +$2.89M
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$1.11M
5
ABBV icon
AbbVie
ABBV
+$701K

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