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
$858M
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$9.67M
2
+$8.18M
3
+$7.31M
4
BAC icon
Bank of America
BAC
+$6.06M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$5.02M

Top Sells

1
+$14.2M
2
+$6.24M
3
+$4.36M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.22M
5
AAPL icon
Apple
AAPL
+$3.26M

Sector Composition

1 Technology 17.35%
2 Industrials 13.16%
3 Financials 9.22%
4 Healthcare 7.78%
5 Communication Services 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$233K 0.03%
+5,226
277
$231K 0.03%
+2,946
278
$230K 0.03%
+10,785
279
$230K 0.03%
+1,617
280
$229K 0.03%
5,666
-4,835
281
$228K 0.03%
6,311
282
$226K 0.03%
2,093
283
$222K 0.03%
830
-45
284
$221K 0.03%
7,694
-68
285
$221K 0.03%
+2,824
286
$216K 0.03%
2,252
287
$215K 0.03%
+1,971
288
$212K 0.02%
+2,890
289
$212K 0.02%
+8,765
290
$212K 0.02%
+8,000
291
$211K 0.02%
+3,366
292
$207K 0.02%
+8,179
293
$206K 0.02%
+8,910
294
$206K 0.02%
114
-2,414
295
$206K 0.02%
9,105
296
$204K 0.02%
+1,811
297
$204K 0.02%
+3,674
298
$203K 0.02%
+12,495
299
$203K 0.02%
+6,725
300
$201K 0.02%
+7,080
10 11
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