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
$1.32B
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$11.5M
3
+$9.94M
4
AAPL icon
Apple
AAPL
+$8.98M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$7.74M

Top Sells

1
+$33.8M
2
+$19M
3
+$18.2M
4
BBY icon
Best Buy
BBY
+$16.2M
5
JPM icon
JPMorgan Chase
JPM
+$13M

Sector Composition

1 Technology 23.61%
2 Healthcare 12.14%
3 Financials 11.61%
4 Industrials 7.81%
5 Consumer Discretionary 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.6M 1.33%
251,848
+81,296
27
$17.4M 1.32%
84,256
-1,148
28
$17.1M 1.3%
334,113
-69,056
29
$16.2M 1.23%
113,980
+10,663
30
$16.1M 1.22%
29,541
+7,418
31
$16.1M 1.22%
35,170
+1,147
32
$15.8M 1.19%
1,078,130
-2,580
33
$15.3M 1.16%
183,516
+27,676
34
$14.6M 1.1%
132,700
+104,547
35
$14.6M 1.1%
233,744
-64,255
36
$13.3M 1.01%
183,554
-251,655
37
$13.1M 0.99%
83,492
-17,912
38
$13M 0.98%
149,775
+71,116
39
$13M 0.98%
85,488
-17,175
40
$11.9M 0.9%
56,222
-32,631
41
$11.8M 0.89%
44,334
+11,118
42
$11.6M 0.88%
43,508
+24,716
43
$10.6M 0.81%
71,396
+66,721
44
$10.1M 0.77%
66,680
+10,764
45
$9.97M 0.75%
59,272
-1,321
46
$9.93M 0.75%
25,969
-40
47
$9.85M 0.75%
184,337
+9,039
48
$9.05M 0.68%
63,673
+3,512
49
$7.92M 0.6%
77,223
+10,157
50
$7.89M 0.6%
63,092
+36,040
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