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
$1.32B
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$11.5M
3
+$9.94M
4
AAPL icon
Apple
AAPL
+$8.98M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$7.74M

Top Sells

1
+$33.8M
2
+$19M
3
+$18.2M
4
BBY icon
Best Buy
BBY
+$16.2M
5
JPM icon
JPMorgan Chase
JPM
+$13M

Sector Composition

1 Technology 23.61%
2 Healthcare 12.14%
3 Financials 11.61%
4 Industrials 7.81%
5 Consumer Discretionary 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.87M 0.6%
41,161
+4,905
52
$7.27M 0.55%
176,029
-20,609
53
$7.24M 0.55%
19,778
-15,561
54
$7.18M 0.54%
22,747
-1,071
55
$7.17M 0.54%
70,901
+1,002
56
$7.11M 0.54%
141,306
-672,310
57
$7M 0.53%
38,974
+8,122
58
$6.41M 0.49%
98,949
+88,660
59
$6.22M 0.47%
19,417
+1,246
60
$5.22M 0.4%
+141,439
61
$5.21M 0.39%
25,736
+7
62
$5.14M 0.39%
185,200
-11,600
63
$5.09M 0.39%
46,113
+4,204
64
$4.95M 0.37%
149,566
-178,044
65
$4.88M 0.37%
193,839
+21,474
66
$4.42M 0.33%
35,855
+16,789
67
$4.07M 0.31%
45,916
+4,274
68
$4.07M 0.31%
49,799
-147
69
$3.74M 0.28%
39,062
-3,206
70
$3.56M 0.27%
+85,220
71
$3.55M 0.27%
10,550
-2,368
72
$3.36M 0.25%
22,942
-1,612
73
$3.09M 0.23%
206,700
74
$2.63M 0.2%
7,556
-452
75
$2.61M 0.2%
30,365
+574
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3
4 5