ACI

Alpha Cubed Investments Portfolio holdings

AUM $2.87B
1-Year Est. Return 30.46%
This Quarter Est. Return
1 Year Est. Return
+30.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$29.2M
3
+$23.8M
4
NVDA icon
NVIDIA
NVDA
+$19.8M
5
UNP icon
Union Pacific
UNP
+$17.3M

Top Sells

1
+$21.4M
2
+$17.5M
3
+$16M
4
MRK icon
Merck
MRK
+$14.5M
5
ISRG icon
Intuitive Surgical
ISRG
+$14.2M

Sector Composition

1 Technology 28.1%
2 Financials 15.61%
3 Communication Services 9.21%
4 Industrials 8.21%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.89M 0.44%
28,038
-11,929
52
$8.96M 0.4%
31,640
-4,661
53
$8.71M 0.39%
103,249
+29,955
54
$8.7M 0.39%
44,834
-1,443
55
$7.45M 0.33%
47,688
-2,738
56
$7.38M 0.33%
25,545
57
$6.93M 0.31%
13,489
-3,143
58
$6.42M 0.29%
45,947
-1,365
59
$6.38M 0.28%
53,655
+13,015
60
$6.13M 0.27%
68,262
-161,076
61
$6.11M 0.27%
19,610
-918
62
$5.08M 0.23%
126,017
-2,704
63
$4.96M 0.22%
177,399
+16,634
64
$4.68M 0.21%
27,966
+11,199
65
$4.6M 0.21%
8,223
+1,571
66
$4.37M 0.2%
19,798
-524
67
$4.32M 0.19%
26,244
-960
68
$4.18M 0.19%
47,583
+17,522
69
$4.01M 0.18%
39,068
+11,961
70
$3.61M 0.16%
1,955
+1,482
71
$3.55M 0.16%
11,487
-314
72
$3.44M 0.15%
43,556
-90
73
$3.43M 0.15%
26,628
-602
74
$3.06M 0.14%
42,647
+6,467
75
$2.94M 0.13%
22,798
-1,429
1 2
3
4 5