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
$1.38B
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$8.53M
3 +$8.42M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.67M
5
DIS icon
Walt Disney
DIS
+$6.25M

Top Sells

1 +$10.9M
2 +$10M
3 +$9.8M
4
RGA icon
Reinsurance Group of America
RGA
+$9.05M
5
SLB icon
SLB Limited
SLB
+$8.73M

Sector Composition

1 Technology 27.99%
2 Financials 10.58%
3 Healthcare 10.52%
4 Communication Services 8.19%
5 Consumer Discretionary 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-59,093
302
-92,538
303
-63,673
304
-6,058
305
-1,325
306
-141,439
307
-27,775
308
-1,090