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
$280M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.34M
3
+$5.62M
4
AMGN icon
Amgen
AMGN
+$5.51M
5
BAC icon
Bank of America
BAC
+$4.93M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.07%
2 Healthcare 16.72%
3 Technology 16.26%
4 Energy 9.97%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 0.9%
+45,952
27
$2.48M 0.89%
+28,406
28
$2.48M 0.89%
+26,891
29
$2.48M 0.89%
+80,334
30
$2.45M 0.88%
+61,552
31
$2.38M 0.85%
+33,900
32
$2.36M 0.84%
+17,585
33
$2.34M 0.84%
+18,725
34
$2.32M 0.83%
+38,392
35
$2.31M 0.83%
+89,188
36
$2.3M 0.82%
+46,600
37
$2.27M 0.81%
+45,846
38
$2.24M 0.8%
+12,511
39
$2.24M 0.8%
+19,094
40
$2.19M 0.78%
+27,262
41
$2.15M 0.77%
+52,632
42
$2.14M 0.76%
+37,230
43
$2.13M 0.76%
+9,307
44
$2.09M 0.75%
+58,135
45
$2.09M 0.75%
+52,050
46
$2.03M 0.73%
+99,330
47
$2.03M 0.73%
+46,750
48
$2.02M 0.72%
+135,600
49
$1.93M 0.69%
+46,900
50
$1.9M 0.68%
+22,592
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2
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