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
$1.17B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$10.6M
3
+$8.62M
4
JPM icon
JPMorgan Chase
JPM
+$5.32M
5
MRK icon
Merck
MRK
+$4.1M

Top Sells

1
+$13.6M
2
+$10.2M
3
+$6.99M
4
AAPL icon
Apple
AAPL
+$2.54M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.02M

Sector Composition

1 Technology 20.22%
2 Financials 10.52%
3 Healthcare 9.41%
4 Consumer Discretionary 9.09%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.81M 0.67%
124,588
-17,538
52
$7.56M 0.65%
49,924
+5,378
53
$7.29M 0.62%
23,236
-1,571
54
$6.9M 0.59%
528,480
-37,280
55
$6.81M 0.58%
40,313
+19,133
56
$6.78M 0.58%
58,785
+11,865
57
$6.55M 0.56%
55,463
-2,707
58
$6.26M 0.53%
22,956
+1,236
59
$6M 0.51%
54,322
-6,314
60
$5.82M 0.5%
23,748
-63
61
$4.92M 0.42%
44,689
-8,079
62
$4.83M 0.41%
31,732
+156
63
$4.8M 0.41%
21,591
+10,436
64
$4.35M 0.37%
18,507
-270
65
$4.3M 0.37%
12,347
+2,590
66
$4.21M 0.36%
54,621
+5,961
67
$4.09M 0.35%
11,912
+1,531
68
$3.84M 0.33%
44,429
+16,808
69
$3.7M 0.32%
24,978
-302
70
$3.47M 0.3%
17,831
-991
71
$3.23M 0.28%
8,581
+1,318
72
$3.2M 0.27%
15,087
+2,102
73
$3.15M 0.27%
+83,069
74
$3.12M 0.27%
33,719
75
$3.08M 0.26%
25,729
-217
1 2
3
4 5