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
$1.32B
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$11.5M
3
+$9.94M
4
AAPL icon
Apple
AAPL
+$8.98M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$7.74M

Top Sells

1
+$33.8M
2
+$19M
3
+$18.2M
4
BBY icon
Best Buy
BBY
+$16.2M
5
JPM icon
JPMorgan Chase
JPM
+$13M

Sector Composition

1 Technology 23.61%
2 Healthcare 12.14%
3 Financials 11.61%
4 Industrials 7.81%
5 Consumer Discretionary 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$214K 0.02%
1,367
+120
252
$214K 0.02%
+1,817
253
$213K 0.02%
+4,531
254
$211K 0.02%
+627
255
$207K 0.02%
+3,000
256
$207K 0.02%
11,500
257
$206K 0.02%
+2,664
258
$206K 0.02%
+7,772
259
$203K 0.02%
+1,325
260
$200K 0.02%
+2,683
261
$159K 0.01%
14,355
262
$153K 0.01%
29,000
263
$152K 0.01%
16,050
264
$151K 0.01%
13,539
265
$130K 0.01%
17,205
-300
266
$120K 0.01%
+12,405
267
$119K 0.01%
17,500
+7,500
268
$101K 0.01%
+17,500
269
$95.4K 0.01%
53,171
-8,265
270
$75.1K 0.01%
23,316
271
$67.6K 0.01%
138,000
+118,200
272
$62.1K ﹤0.01%
10,380
+380
273
$61.6K ﹤0.01%
35,000
-36,396
274
$59.3K ﹤0.01%
12,000
275
$53.8K ﹤0.01%
10,905
8 9 10
11
12