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
$383M
AUM Growth
+$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.63M
3
+$4.28M
4
LNKD
LinkedIn Corporation
LNKD
+$4.08M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.04M

Top Sells

1
+$7.07M
2
+$5.88M
3
+$3.85M
4
ABBV icon
AbbVie
ABBV
+$3.46M
5
SSO icon
ProShares Ultra S&P500
SSO
+$2.03M

Sector Composition

1 Technology 16.53%
2 Financials 14.62%
3 Healthcare 13.88%
4 Consumer Discretionary 12.06%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.27%
106,872
+1,024
77
$1.02M 0.27%
13,236
-172
78
$1.01M 0.26%
34,838
+2,848
79
$1M 0.26%
8,897
+35
80
$947K 0.25%
12,206
+1,315
81
$947K 0.25%
10,838
-819
82
$946K 0.25%
41,560
83
$928K 0.24%
+8,619
84
$903K 0.24%
11,110
+704
85
$898K 0.23%
17,056
+105
86
$894K 0.23%
6,110
-600
87
$849K 0.22%
20,530
+430
88
$848K 0.22%
23,436
+676
89
$825K 0.22%
8,470
+299
90
$823K 0.21%
10,564
-249
91
$775K 0.2%
5,144
+375
92
$773K 0.2%
17,214
-2,369
93
$755K 0.2%
8,122
-14
94
$743K 0.19%
+14,505
95
$740K 0.19%
6,333
+705
96
$729K 0.19%
10,507
97
$729K 0.19%
23,350
-1,622
98
$712K 0.19%
3,950
-90
99
$676K 0.18%
12,709
+520
100
$667K 0.17%
6,818
+391
2 3
4
5 6