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
$972M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.95M
3
+$7.05M
4
CVX icon
Chevron
CVX
+$6.49M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.82M

Top Sells

1
+$15M
2
+$2.82M
3
+$2.61M
4
UNP icon
Union Pacific
UNP
+$2.47M
5
AAPL icon
Apple
AAPL
+$1.76M

Sector Composition

1 Technology 21.57%
2 Financials 11.64%
3 Industrials 9.22%
4 Healthcare 8.53%
5 Communication Services 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.21M 0.54%
48,175
+3,411
52
$5.14M 0.53%
58,240
-922
53
$4.8M 0.49%
29,355
+384
54
$4.68M 0.48%
50,540
-2,565
55
$4.61M 0.47%
14,251
+831
56
$4.31M 0.44%
22,179
-1,371
57
$3.77M 0.39%
42,847
-2,446
58
$3.57M 0.37%
44,045
-3,796
59
$3.44M 0.35%
51,520
-1,200
60
$3.24M 0.33%
30,106
+618
61
$3.21M 0.33%
26,808
-3,830
62
$2.93M 0.3%
17,698
+15,372
63
$2.83M 0.29%
31,957
-207
64
$2.77M 0.29%
8,579
-395
65
$2.77M 0.28%
8,486
+1,257
66
$2.68M 0.28%
84,670
+4,120
67
$2.58M 0.27%
15,577
-5,277
68
$2.44M 0.25%
16,774
-493
69
$2.42M 0.25%
45,778
-371
70
$2.38M 0.24%
27,267
-25
71
$2.33M 0.24%
33,623
+308
72
$2.28M 0.23%
37,981
+787
73
$2.17M 0.22%
17,432
-1,003
74
$2.15M 0.22%
28,958
-3,034
75
$2.03M 0.21%
6,918
-1,212
1 2
3
4 5