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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
$1.49B
AUM Growth
+$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.5M
3
+$12.8M
4
ISRG icon
Intuitive Surgical
ISRG
+$11.4M
5
ADBE icon
Adobe
ADBE
+$10.8M

Top Sells

1
+$9.07M
2
+$7.52M
3
+$7.2M
4
AAPL icon
Apple
AAPL
+$6.76M
5
NEE icon
NextEra Energy
NEE
+$5.91M

Sector Composition

1 Technology 29.76%
2 Healthcare 13.19%
3 Financials 12.58%
4 Consumer Discretionary 8.62%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$73.7K 0.01%
10,005
-3,400
252
$65.8K ﹤0.01%
35,000
253
$63.7K ﹤0.01%
12,000
254
$63.1K ﹤0.01%
50,082
255
$62.5K ﹤0.01%
+10,550
256
$53.9K ﹤0.01%
10,905
257
$46.1K ﹤0.01%
+10,270
258
$20.5K ﹤0.01%
102,582
259
$4.05K ﹤0.01%
15,000
260
$2.02K ﹤0.01%
3
261
– –
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262
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263
– –
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264
– –
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265
– –
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266
– –
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267
– –
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268
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271
– –
-5,086
272
– –
-10,480
273
– –
-1,173
274
– –
-415
275
– –
-14,170
8 9 10
11
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