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
$1.79B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Sells

1 +$17.8M
2 +$16.9M
3 +$14.5M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$13.9M
5
AEP icon
American Electric Power
AEP
+$8.97M

Sector Composition

1 Technology 31.93%
2 Financials 11.95%
3 Healthcare 10.94%
4 Consumer Discretionary 8.62%
5 Communication Services 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-16,500