We are live on ! Find out more
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
$667M
AUM Growth
-$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$5.5M
3
+$4.67M
4
PYPL icon
PayPal
PYPL
+$2.06M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.73M

Top Sells

1
+$13.9M
2
+$13.7M
3
+$13.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$9.5M
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$7.31M

Sector Composition

1 Technology 19.21%
2 Industrials 11.31%
3 Financials 9.83%
4 Communication Services 8.31%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-16,387
252
– –
-1,811
253
– –
-3,725
254
– –
-2,544
255
– –
-4,513
256
– –
-7,476
257
– –
-15,365
258
– –
-7,225
259
– –
-12,495
260
– –
-7,781
261
– –
-11,629
262
– –
-8,375
263
– –
-8,020
264
– –
-11,046
265
– –
-8,544
266
– –
-12,926
267
– –
-7,100
268
– –
-1,280
269
– –
-96,607
270
– –
-1,617
271
– –
-6,913
272
– –
-3,366
273
– –
-1,487
274
– –
-1,971
275
– –
-5,666
9 10
11
12 13