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
$2.24B
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$29.2M
3
+$23.8M
4
NVDA icon
NVIDIA
NVDA
+$19.8M
5
UNP icon
Union Pacific
UNP
+$17.3M

Top Sells

1
+$21.4M
2
+$17.5M
3
+$16M
4
MRK icon
Merck
MRK
+$14.5M
5
ISRG icon
Intuitive Surgical
ISRG
+$14.2M

Sector Composition

1 Technology 28.1%
2 Financials 15.61%
3 Communication Services 9.21%
4 Industrials 8.21%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$217K 0.01%
+47
277
$213K 0.01%
32,771
278
$210K 0.01%
1,997
-36
279
$208K 0.01%
28,500
280
$207K 0.01%
4,076
-1,930
281
$205K 0.01%
+2,707
282
$204K 0.01%
+3,512
283
$202K 0.01%
+395
284
$201K 0.01%
15,468
285
$201K 0.01%
1,825
-200
286
$195K 0.01%
13,492
+2,898
287
$194K 0.01%
+10,166
288
$190K 0.01%
13,919
+3,212
289
$170K 0.01%
14,498
+489
290
$132K 0.01%
+11,752
291
$127K 0.01%
15,899
292
$122K 0.01%
+13,752
293
$118K 0.01%
12,300
294
$106K ﹤0.01%
23,316
295
$96K ﹤0.01%
19,622
+435
296
$80.7K ﹤0.01%
13,405
-1,170
297
$75.8K ﹤0.01%
11,570
298
$75K ﹤0.01%
12,000
299
$74.2K ﹤0.01%
35,000
300
$53.3K ﹤0.01%
10,905
9 10 11
12
13