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
$1.56B
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.9M
3
+$12.1M
4
PWR icon
Quanta Services
PWR
+$9.83M
5
BAC icon
Bank of America
BAC
+$8.91M

Top Sells

1
+$18.9M
2
+$11.5M
3
+$8.4M
4
PYPL icon
PayPal
PYPL
+$6.82M
5
CRM icon
Salesforce
CRM
+$5.74M

Sector Composition

1 Technology 22.76%
2 Financials 12.57%
3 Healthcare 11.02%
4 Consumer Discretionary 9.71%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$323K 0.02%
3,500
252
$322K 0.02%
28,748
+4,600
253
$321K 0.02%
3,776
-705
254
$321K 0.02%
3,850
-1,200
255
$311K 0.02%
+1,517
256
$307K 0.02%
+13,298
257
$303K 0.02%
+1,265
258
$301K 0.02%
+5,040
259
$300K 0.02%
+7,100
260
$299K 0.02%
1,983
261
$298K 0.02%
4,410
-1,160
262
$287K 0.02%
+5,788
263
$286K 0.02%
1,333
+20
264
$286K 0.02%
3,012
+1
265
$285K 0.02%
+638
266
$282K 0.02%
+7,630
267
$279K 0.02%
+3,096
268
$278K 0.02%
4,100
+544
269
$272K 0.02%
+1,000
270
$271K 0.02%
14,000
271
$270K 0.02%
1,119
-576
272
$270K 0.02%
11,600
+600
273
$268K 0.02%
+1,593
274
$266K 0.02%
+1,153
275
$264K 0.02%
783
9 10
11
12 13