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
$972M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.95M
3
+$7.05M
4
CVX icon
Chevron
CVX
+$6.49M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.82M

Top Sells

1
+$15M
2
+$2.82M
3
+$2.61M
4
UNP icon
Union Pacific
UNP
+$2.47M
5
AAPL icon
Apple
AAPL
+$1.76M

Sector Composition

1 Technology 21.57%
2 Financials 11.64%
3 Industrials 9.22%
4 Healthcare 8.53%
5 Communication Services 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.03M 0.21%
12,333
-60
77
$1.98M 0.2%
8,629
-1,586
78
$1.94M 0.2%
5,652
-595
79
$1.92M 0.2%
25,413
+203
80
$1.92M 0.2%
10,764
-400
81
$1.8M 0.19%
47,871
+39,893
82
$1.79M 0.18%
871
-26
83
$1.77M 0.18%
27,253
-1,621
84
$1.65M 0.17%
+9,913
85
$1.61M 0.17%
11,195
-12,000
86
$1.59M 0.16%
5,382
+1,406
87
$1.48M 0.15%
+27,540
88
$1.44M 0.15%
4,816
+1,149
89
$1.42M 0.15%
11,334
+31
90
$1.39M 0.14%
28,768
-3,760
91
$1.38M 0.14%
19,735
-215,287
92
$1.32M 0.14%
8,956
+345
93
$1.31M 0.14%
9,187
+6,682
94
$1.31M 0.13%
18,372
-450
95
$1.29M 0.13%
17,710
-5,841
96
$1.24M 0.13%
62,082
97
$1.24M 0.13%
24,701
98
$1.22M 0.13%
6,929
+940
99
$1.2M 0.12%
11,977
+445
100
$1.08M 0.11%
17,683
-530
2 3
4
5 6