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
$1.91B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$21.4M
3
+$19.3M
4
CME icon
CME Group
CME
+$15.8M
5
AAPL icon
Apple
AAPL
+$9.74M

Top Sells

1
+$29.2M
2
+$21.9M
3
+$19.7M
4
CSCO icon
Cisco
CSCO
+$18.8M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$11.1M

Sector Composition

1 Technology 27.02%
2 Financials 12.91%
3 Healthcare 11%
4 Communication Services 8.59%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
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