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
$1.56B
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.9M
3
+$12.1M
4
PWR icon
Quanta Services
PWR
+$9.83M
5
BAC icon
Bank of America
BAC
+$8.91M

Top Sells

1
+$18.9M
2
+$11.5M
3
+$8.4M
4
PYPL icon
PayPal
PYPL
+$6.82M
5
CRM icon
Salesforce
CRM
+$5.74M

Sector Composition

1 Technology 22.76%
2 Financials 12.57%
3 Healthcare 11.02%
4 Consumer Discretionary 9.71%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$260K 0.02%
+7,138
277
$258K 0.02%
+5,587
278
$254K 0.02%
+2,491
279
$254K 0.02%
+4,425
280
$254K 0.02%
+4,350
281
$253K 0.02%
+3,432
282
$252K 0.02%
+2,571
283
$252K 0.02%
+8,000
284
$252K 0.02%
6,500
+1,000
285
$251K 0.02%
+7,360
286
$247K 0.02%
+2,098
287
$246K 0.02%
+13,005
288
$243K 0.02%
+4,891
289
$241K 0.02%
+3,409
290
$239K 0.02%
+3,408
291
$231K 0.01%
879
292
$230K 0.01%
6,109
+29
293
$227K 0.01%
+3,871
294
$225K 0.01%
+2,396
295
$225K 0.01%
+4,603
296
$224K 0.01%
11,500
297
$222K 0.01%
997
-68
298
$221K 0.01%
+1,600
299
$221K 0.01%
+4,167
300
$221K 0.01%
+1,613
10 11
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