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
$383M
AUM Growth
+$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.63M
3
+$4.28M
4
LNKD
LinkedIn Corporation
LNKD
+$4.08M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.04M

Top Sells

1
+$7.07M
2
+$5.88M
3
+$3.85M
4
ABBV icon
AbbVie
ABBV
+$3.46M
5
SSO icon
ProShares Ultra S&P500
SSO
+$2.03M

Sector Composition

1 Technology 16.53%
2 Financials 14.62%
3 Healthcare 13.88%
4 Consumer Discretionary 12.06%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.97M 1.3%
34,401
+1,246
27
$4.85M 1.27%
45,960
+441
28
$4.81M 1.26%
3,771
+120
29
$4.78M 1.25%
49,623
+3,311
30
$4.7M 1.23%
20,879
+18,115
31
$4.67M 1.22%
138,280
+8,740
32
$4.63M 1.21%
+80,293
33
$4.42M 1.15%
55,929
+4,572
34
$4.05M 1.06%
38,985
+2,204
35
$4.04M 1.05%
+103,820
36
$3.88M 1.01%
+102,180
37
$3.8M 0.99%
46,653
+3,540
38
$3.75M 0.98%
35,737
+1,021
39
$3.67M 0.96%
85,474
+78,527
40
$3.65M 0.95%
67,123
+2,444
41
$3.62M 0.94%
113,793
+7,187
42
$3.53M 0.92%
30,887
+14,877
43
$3.37M 0.88%
79,647
-1,000
44
$2.84M 0.74%
54,927
-28,763
45
$2.56M 0.67%
87,066
+5,856
46
$2.52M 0.66%
160,536
-4,479
47
$2.5M 0.65%
26,240
-700
48
$2.5M 0.65%
78,644
+22,208
49
$2.47M 0.64%
11,354
+9,924
50
$2.38M 0.62%
55,393
-2,111
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