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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
$1.56B
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$13.2M
3
+$12.3M
4
BAC icon
Bank of America
BAC
+$9.75M
5
PWR icon
Quanta Services
PWR
+$8.3M

Top Sells

1
+$20.2M
2
+$11.5M
3
+$8.29M
4
PYPL icon
PayPal
PYPL
+$7.85M
5
CRM icon
Salesforce
CRM
+$5.82M

Sector Composition

1 Technology 22.76%
2 Financials 12.57%
3 Healthcare 11.02%
4 Consumer Discretionary 9.71%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$82K 0.01%
+23,316
327
$71K ﹤0.01%
+12,000
328
$66K ﹤0.01%
13,175
+1,000
329
$55K ﹤0.01%
2,500
330
$31K ﹤0.01%
2,000
331
– –
0
332
$9K ﹤0.01%
+15,000
333
– –
0
334
– –
-864
335
– –
-24,432
336
– –
-3,877
337
– –
-10,826
338
– –
-9,390
339
– –
-43,980
340
– –
-11,189
341
– –
-635
342
– –
-22,380
343
– –
-4,400
344
– –
-13,381
345
– –
-3,000
346
– –
-3,415
347
– –
-1,223
348
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-2,110
349
– –
-1,233
350
– –
-2,737
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