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
$1.38B
AUM Growth
-$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1 +$21.4M
2 +$9.32M
3 +$5.93M
4
AEP icon
American Electric Power
AEP
+$5.29M
5
VZ icon
Verizon
VZ
+$5.25M

Top Sells

1 +$15.9M
2 +$11.4M
3 +$4.63M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.29M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.07M

Sector Composition

1 Technology 20.62%
2 Healthcare 13.78%
3 Financials 11.75%
4 Consumer Discretionary 7.79%
5 Communication Services 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-17,981
352
-5,040
353
-1,265
354
-13,175
355
-6,500
356
-86,905