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
$1.49B
AUM Growth
+$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.3M
3
+$11.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$10.7M
5
ADBE icon
Adobe
ADBE
+$10.5M

Top Sells

1
+$8.44M
2
+$7.23M
3
+$6.73M
4
AAPL icon
Apple
AAPL
+$6.31M
5
IBB icon
iShares Biotechnology ETF
IBB
+$5.56M

Sector Composition

1 Technology 29.76%
2 Healthcare 13.19%
3 Financials 12.58%
4 Consumer Discretionary 8.62%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.96M 0.54%
20,283
-718
52
$7.6M 0.51%
132,576
-85,328
53
$7.24M 0.49%
34,068
-2,251
54
$7.08M 0.48%
193,350
+19,100
55
$6.9M 0.46%
126,394
+123,184
56
$6.71M 0.45%
25,578
57
$6.5M 0.44%
16,868
-945
58
$6.05M 0.41%
20,138
+1,085
59
$5.98M 0.4%
+108,216
60
$5.94M 0.4%
51,629
-2,860
61
$4.68M 0.31%
44,203
+316
62
$4.53M 0.3%
38,568
+3,290
63
$3.95M 0.27%
167,394
+7,452
64
$3.42M 0.23%
124,892
-5,745
65
$3.41M 0.23%
205,200
66
$3.15M 0.21%
18,703
+11,623
67
$3.12M 0.21%
61,330
-11,557
68
$3.1M 0.21%
33,838
+9,451
69
$2.97M 0.2%
29,272
+177
70
$2.64M 0.18%
6,665
-253
71
$2.62M 0.18%
11,536
+462
72
$2.6M 0.17%
51,919
+5,208
73
$2.59M 0.17%
+15,458
74
$2.53M 0.17%
27,193
-33
75
$2.49M 0.17%
10,604
-144
1 2
3
4 5