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
51
$2.12M 0.55%
266,510
-4,710
52
$2.04M 0.53%
36,000
53
$1.93M 0.5%
15,306
-478
54
$1.92M 0.5%
16,344
-104
55
$1.9M 0.49%
21,817
+548
56
$1.79M 0.47%
25,813
-11,519
57
$1.63M 0.43%
5,212
-545
58
$1.54M 0.4%
7,551
-141
59
$1.53M 0.4%
58,815
+874
60
$1.51M 0.39%
13,465
+26
61
$1.49M 0.39%
71,702
62
$1.47M 0.38%
20,025
+226
63
$1.41M 0.37%
35,271
+6,236
64
$1.38M 0.36%
27,432
-285
65
$1.3M 0.34%
15,239
+189
66
$1.29M 0.34%
16,543
-677
67
$1.28M 0.33%
22,770
-1,250
68
$1.28M 0.33%
10,628
+74
69
$1.25M 0.33%
16,474
+12
70
$1.14M 0.3%
17,365
-450
71
$1.14M 0.3%
37,198
+1,599
72
$1.14M 0.3%
9,479
-68
73
$1.13M 0.3%
7,019
-70
74
$1.12M 0.29%
73,726
+12,000
75
$1.07M 0.28%
38,024
-4,542
1 2
3
4 5