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
$2.64B
AUM Growth
+$395M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$38.4M
3
+$19.6M
4
NVDA icon
NVIDIA
NVDA
+$17.9M
5
AMD icon
Advanced Micro Devices
AMD
+$16.7M

Top Sells

1
+$48.9M
2
+$21.5M
3
+$21.2M
4
QCOM icon
Qualcomm
QCOM
+$20.6M
5
FIS icon
Fidelity National Information Services
FIS
+$16.4M

Sector Composition

1 Technology 35.55%
2 Financials 13.26%
3 Communication Services 9.66%
4 Industrials 9.17%
5 Consumer Discretionary 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$256K 0.01%
6,053
252
$255K 0.01%
1,048
+2
253
$254K 0.01%
506
-4
254
$253K 0.01%
1,876
-1,732
255
$253K 0.01%
+11,446
256
$250K 0.01%
4,859
+89
257
$248K 0.01%
3,673
-502
258
$248K 0.01%
12,298
259
$247K 0.01%
21,011
260
$240K 0.01%
1,000
261
$239K 0.01%
+775
262
$237K 0.01%
7,069
-91
263
$235K 0.01%
1,542
+50
264
$234K 0.01%
+1,085
265
$234K 0.01%
1,325
266
$232K 0.01%
+1,396
267
$229K 0.01%
+5,986
268
$229K 0.01%
+4,035
269
$228K 0.01%
+2,507
270
$227K 0.01%
2,258
-12
271
$224K 0.01%
+1,026
272
$222K 0.01%
744
+45
273
$222K 0.01%
2,660
-47
274
$221K 0.01%
8,880
275
$220K 0.01%
2,700
9 10
11
12 13