ACI

Alpha Cubed Investments Portfolio holdings

AUM $2.87B
1-Year Est. Return 30.46%
This Quarter Est. Return
1 Year Est. Return
+30.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$29.2M
3
+$23.8M
4
NVDA icon
NVIDIA
NVDA
+$19.8M
5
UNP icon
Union Pacific
UNP
+$17.3M

Top Sells

1
+$21.4M
2
+$17.5M
3
+$16M
4
MRK icon
Merck
MRK
+$14.5M
5
ISRG icon
Intuitive Surgical
ISRG
+$14.2M

Sector Composition

1 Technology 28.1%
2 Financials 15.61%
3 Communication Services 9.21%
4 Industrials 8.21%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$242K 0.01%
+1,046
252
$241K 0.01%
+10,901
253
$239K 0.01%
1,164
-111
254
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-876
255
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+1,125
256
$238K 0.01%
510
-1
257
$234K 0.01%
+1,000
258
$233K 0.01%
1,214
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259
$232K 0.01%
2,270
+12
260
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+3,682
261
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882
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262
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263
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4,424
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264
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1,132
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265
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+2,524
266
$226K 0.01%
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267
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268
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269
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270
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2,313
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271
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272
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+1,492
273
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2,690
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274
$218K 0.01%
699
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275
$217K 0.01%
2,700
-32
9 10
11
12 13