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
$2.19B
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$13.4M
3
+$10.9M
4
JPM icon
JPMorgan Chase
JPM
+$9.95M
5
HD icon
Home Depot
HD
+$9.75M

Top Sells

1
+$32.9M
2
+$26.8M
3
+$20.6M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$20.5M
5
AMT icon
American Tower
AMT
+$13.9M

Sector Composition

1 Technology 29.67%
2 Financials 12.76%
3 Communication Services 11.18%
4 Consumer Discretionary 9.91%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.6M 0.44%
50,426
+139
52
$9.06M 0.41%
46,277
+399
53
$8.96M 0.41%
16,632
+3,550
54
$7.88M 0.36%
47,312
+532
55
$7.86M 0.36%
205,005
+200,235
56
$6.88M 0.31%
25,545
+13
57
$6.11M 0.28%
28,350
+27,306
58
$5.54M 0.25%
73,294
-160,255
59
$5.35M 0.24%
20,528
-126,041
60
$5.07M 0.23%
128,721
+48,111
61
$4.43M 0.2%
27,204
-1,647
62
$4.39M 0.2%
160,765
+3,382
63
$4.37M 0.2%
40,640
-873
64
$4.17M 0.19%
20,322
-700
65
$4.05M 0.19%
11,801
-31
66
$3.9M 0.18%
6,652
+1,009
67
$3.89M 0.18%
16,767
+73
68
$3.73M 0.17%
+49,394
69
$3.4M 0.16%
43,646
+2,470
70
$3.4M 0.16%
27,230
+236
71
$3.27M 0.15%
27,107
-20,061
72
$3.09M 0.14%
24,227
+2,945
73
$2.72M 0.12%
30,061
+610
74
$2.71M 0.12%
40,366
+588
75
$2.59M 0.12%
28,413
-14,466
1 2
3
4 5