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
$1.05B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$6.96M
3
+$6.51M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$5.72M
5
JPM icon
JPMorgan Chase
JPM
+$3.69M

Top Sells

1
+$7.45M
2
+$4.56M
3
+$4.48M
4
NVDA icon
NVIDIA
NVDA
+$3.42M
5
MSFT icon
Microsoft
MSFT
+$2.5M

Sector Composition

1 Technology 21.82%
2 Consumer Discretionary 9.85%
3 Healthcare 9.42%
4 Industrials 8.53%
5 Financials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.9M 1.42%
+283,262
27
$14.3M 1.37%
289,713
+8,860
28
$14.2M 1.35%
66,480
+8,925
29
$13M 1.24%
166,686
+26,713
30
$13M 1.24%
102,475
+1,381
31
$11.6M 1.1%
182,033
-3,424
32
$11.5M 1.1%
82,531
-3,158
33
$10.3M 0.98%
68,838
+11,803
34
$9.94M 0.95%
56,104
-10,023
35
$9.68M 0.93%
112,628
+19,590
36
$9.33M 0.89%
35,634
-1,133
37
$9.28M 0.89%
27,720
-775
38
$9.22M 0.88%
181,715
+4,890
39
$9.08M 0.87%
260,767
+100,189
40
$8.44M 0.81%
115,180
+2,760
41
$8.44M 0.81%
142,126
+43,918
42
$7.92M 0.76%
40,223
-3,874
43
$7.66M 0.73%
565,760
-252,440
44
$7.64M 0.73%
187,368
+10,626
45
$7.62M 0.73%
24,449
+844
46
$7.54M 0.72%
38,313
-2,321
47
$7.27M 0.69%
14,816
-1,501
48
$6.94M 0.66%
53,959
+2,935
49
$6.89M 0.66%
24,807
-3,160
50
$6.87M 0.66%
58,170
+3,637
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