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
$1.38B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$5.17M
3
+$3.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.01M
5
NEM icon
Newmont
NEM
+$2.94M

Top Sells

1
+$4.58M
2
+$4.24M
3
+$3.81M
4
AMZN icon
Amazon
AMZN
+$3.18M
5
MET icon
MetLife
MET
+$2.92M

Sector Composition

1 Technology 20.73%
2 Financials 11.84%
3 Industrials 10.03%
4 Healthcare 9.33%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.89M 0.64%
15,180
-3,961
52
$8.82M 0.64%
56,978
+782
53
$8.64M 0.62%
49,133
+1,519
54
$8.59M 0.62%
16,266
+357
55
$8.07M 0.58%
68,032
+9,846
56
$7.84M 0.57%
19,819
+357
57
$7.78M 0.56%
31,845
-269
58
$7.36M 0.53%
44,462
-948
59
$6.46M 0.47%
58,429
+5,390
60
$6.37M 0.46%
86,878
+9,372
61
$6.32M 0.46%
117,298
+13,416
62
$6.05M 0.44%
16,572
-7
63
$5.62M 0.41%
55,100
-9,697
64
$5.16M 0.37%
16,833
-12,423
65
$4.83M 0.35%
17,739
-8,031
66
$4.55M 0.33%
11,553
+629
67
$4.42M 0.32%
19,860
+1,652
68
$4.08M 0.29%
32,560
-980
69
$3.88M 0.28%
25,729
70
$3.77M 0.27%
16,641
+2,565
71
$3.63M 0.26%
36,445
-3,297
72
$3.58M 0.26%
41,543
+336
73
$3.49M 0.25%
33,719
74
$3.48M 0.25%
200,400
75
$3.43M 0.25%
41,079
+37,778
1 2
3
4 5