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
$825M
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$8.01M
3
+$7.45M
4
CSCO icon
Cisco
CSCO
+$5.02M
5
NVDA icon
NVIDIA
NVDA
+$4.47M

Top Sells

1
+$1.46M
2
+$1.33M
3
+$937K
4
INTC icon
Intel
INTC
+$911K
5
WEC icon
WEC Energy
WEC
+$893K

Sector Composition

1 Technology 20.18%
2 Industrials 11.74%
3 Financials 10.5%
4 Communication Services 8.06%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.43M 0.54%
11,609
+87
52
$4.2M 0.51%
38,320
+3,563
53
$4.12M 0.5%
21,642
+11,802
54
$4.09M 0.5%
53,740
+2,145
55
$3.64M 0.44%
49,007
-229
56
$3.58M 0.43%
24,774
+2,881
57
$3.54M 0.43%
117,630
-570
58
$3.39M 0.41%
+46,350
59
$3.35M 0.41%
58,718
-1,106
60
$3.05M 0.37%
19,940
+14
61
$2.98M 0.36%
46,011
+15,887
62
$2.94M 0.36%
50,200
+6,300
63
$2.92M 0.35%
20,331
-1,914
64
$2.74M 0.33%
23,175
65
$2.74M 0.33%
22,024
-4,165
66
$2.65M 0.32%
19,556
-204
67
$2.62M 0.32%
33,514
-2,798
68
$2.59M 0.31%
+24,648
69
$2.58M 0.31%
31,961
-2,563
70
$2.5M 0.3%
8,788
+3,741
71
$2.38M 0.29%
44,382
+14,851
72
$2.36M 0.29%
12,257
+104
73
$2.3M 0.28%
20,001
+967
74
$2.25M 0.27%
20,556
+396
75
$2.17M 0.26%
11,869
+9,931
1 2
3
4 5