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
$1.05B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$6.96M
3
+$6.51M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$5.72M
5
JPM icon
JPMorgan Chase
JPM
+$3.69M

Top Sells

1
+$7.45M
2
+$4.56M
3
+$4.48M
4
NVDA icon
NVIDIA
NVDA
+$3.42M
5
MSFT icon
Microsoft
MSFT
+$2.5M

Sector Composition

1 Technology 21.82%
2 Consumer Discretionary 9.85%
3 Healthcare 9.42%
4 Industrials 8.53%
5 Financials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.85M 0.66%
13,698
+914
52
$6.71M 0.64%
60,636
+12,001
53
$6.51M 0.62%
52,439
+13,083
54
$6.03M 0.58%
44,546
+8,488
55
$5.83M 0.56%
52,768
-344
56
$5.53M 0.53%
23,811
+5,013
57
$5.14M 0.49%
21,720
-375
58
$4.69M 0.45%
46,920
+723
59
$3.72M 0.36%
31,576
+3,871
60
$3.43M 0.33%
25,280
+53
61
$3.38M 0.32%
48,660
+2,940
62
$3.21M 0.31%
9,757
+8,508
63
$3.21M 0.31%
18,822
+5,207
64
$3.19M 0.31%
10,381
-1,482
65
$3.13M 0.3%
21,180
+18,705
66
$2.8M 0.27%
11,155
+8,354
67
$2.77M 0.27%
31,631
-1,026
68
$2.72M 0.26%
33,719
69
$2.69M 0.26%
18,777
+222
70
$2.68M 0.26%
202,086
71
$2.65M 0.25%
25,946
72
$2.58M 0.25%
7,263
-114
73
$2.55M 0.24%
34,720
-12,880
74
$2.43M 0.23%
12,985
-863
75
$2.39M 0.23%
27,621
+24,286
1 2
3
4 5