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
301
$219K 0.01%
2,700
-945
302
$216K 0.01%
6,207
+800
303
$214K 0.01%
+1,000
304
$213K 0.01%
+4,737
305
$210K 0.01%
+3,023
306
$210K 0.01%
+8,956
307
$209K 0.01%
1,343
308
$209K 0.01%
1,259
-53
309
$209K 0.01%
+1,000
310
$209K 0.01%
+1,028
311
$209K 0.01%
+2,558
312
$207K 0.01%
+3,290
313
$202K 0.01%
+6,350
314
$200K 0.01%
20,575
-500
315
$176K 0.01%
+10,000
316
$156K 0.01%
+71,396
317
$136K 0.01%
10,000
318
$131K 0.01%
10,000
319
$130K 0.01%
+15,490
320
$123K 0.01%
+81,432
321
$122K 0.01%
11,000
322
$110K 0.01%
29,000
323
$109K 0.01%
12,400
324
$106K 0.01%
63,200
+7,500
325
$82K 0.01%
10,905
11 12
13
14 15