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
$667M
AUM Growth
-$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$5.13M
3 +$4.56M
4
PYPL icon
PayPal
PYPL
+$2.08M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.73M

Sector Composition

1 Technology 19.21%
2 Industrials 11.31%
3 Financials 9.83%
4 Communication Services 8.31%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-3,572
327
-3,573
328
-82,530