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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
$2.19B
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13M
3
+$11.4M
4
HD icon
Home Depot
HD
+$10.2M
5
JPM icon
JPMorgan Chase
JPM
+$9.66M

Top Sells

1
+$37.4M
2
+$30.1M
3
+$22M
4
NFLX icon
Netflix
NFLX
+$19M
5
AMT icon
American Tower
AMT
+$15.7M

Sector Composition

1 Technology 29.66%
2 Financials 12.76%
3 Communication Services 11.18%
4 Consumer Discretionary 9.91%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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-4,119
277
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-14,830
278
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-1,281
279
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-70,364
280
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-13,320
281
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-14,355
282
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-489
283
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-1,430
284
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-64,570
285
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-12,841
286
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-269
287
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-1,500
288
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-1,328
289
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-1,090
290
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-4,364
291
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-10,550
292
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-50,082
293
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-1,500
294
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