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
$1.53B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$10.3M
3
+$7.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.17M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$6.15M

Top Sells

1
+$15.9M
2
+$3.6M
3
+$3.42M
4
LMT icon
Lockheed Martin
LMT
+$3.15M
5
HD icon
Home Depot
HD
+$2.25M

Sector Composition

1 Technology 23.49%
2 Financials 12.47%
3 Healthcare 10.28%
4 Consumer Discretionary 9.53%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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277
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278
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279
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-9,421
280
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-2,684
281
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-848
282
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-28,010
283
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-2,953
284
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-7,237
285
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-3,569
286
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0
287
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-41,064
288
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