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
$2.64B
AUM Growth
+$395M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1 +$93.9M
2 +$46.9M
3 +$22.5M
4
AMD icon
Advanced Micro Devices
AMD
+$21.8M
5
FI icon
Fiserv
FI
+$18.6M

Top Sells

1 +$52.1M
2 +$22.8M
3 +$22.3M
4
CME icon
CME Group
CME
+$21.5M
5
FIS icon
Fidelity National Information Services
FIS
+$17.2M

Sector Composition

1 Technology 35.55%
2 Financials 13.26%
3 Communication Services 9.66%
4 Industrials 9.17%
5 Consumer Discretionary 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XBI icon
326
SPDR S&P Biotech ETF
XBI
$6.24B
-2,690
XLF icon
327
Financial Select Sector SPDR Fund
XLF
$53.7B
-6,088
XLI icon
328
Industrial Select Sector SPDR Fund
XLI
$23.4B
-2,029