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
$858M
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1 +$9.67M
2 +$8.18M
3 +$7.31M
4
BAC icon
Bank of America
BAC
+$6.06M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$5.02M

Top Sells

1 +$14.2M
2 +$6.24M
3 +$4.36M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.22M
5
AAPL icon
Apple
AAPL
+$3.26M

Sector Composition

1 Technology 17.35%
2 Industrials 13.16%
3 Financials 9.22%
4 Healthcare 7.78%
5 Communication Services 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-2,268
327
-1,161
328
-2,255
329
-13,200
330
-5,156