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
51
$1.9M 0.68%
+29,360
52
$1.88M 0.67%
+20,958
53
$1.85M 0.66%
+48,281
54
$1.83M 0.66%
+63,125
55
$1.81M 0.65%
+24,128
56
$1.79M 0.64%
+47,477
57
$1.78M 0.64%
+29,725
58
$1.78M 0.64%
+67,890
59
$1.77M 0.63%
+30,890
60
$1.76M 0.63%
+24,867
61
$1.75M 0.62%
+49,984
62
$1.68M 0.6%
+40,576
63
$1.67M 0.6%
+31,509
64
$1.66M 0.59%
+46,872
65
$1.66M 0.59%
+18,085
66
$1.63M 0.58%
+174,756
67
$1.59M 0.57%
+53,798
68
$1.57M 0.56%
+18,084
69
$1.55M 0.55%
+64,625
70
$1.53M 0.55%
+29,197
71
$1.51M 0.54%
+29,563
72
$1.5M 0.54%
+85,706
73
$1.46M 0.52%
+58,220
74
$1.45M 0.52%
+33,812
75
$1.37M 0.49%
+4,671
1 2
3
4 5