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
$1.05B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$6.96M
3
+$6.51M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$5.72M
5
JPM icon
JPMorgan Chase
JPM
+$3.69M

Top Sells

1
+$7.45M
2
+$4.56M
3
+$4.48M
4
NVDA icon
NVIDIA
NVDA
+$3.42M
5
MSFT icon
Microsoft
MSFT
+$2.5M

Sector Composition

1 Technology 21.82%
2 Consumer Discretionary 9.85%
3 Healthcare 9.42%
4 Industrials 8.53%
5 Financials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.29M 0.22%
12,367
-1,802
77
$2.08M 0.2%
44,639
+37,753
78
$2.01M 0.19%
33,502
-1,835
79
$1.81M 0.17%
13,492
+7,743
80
$1.79M 0.17%
23,366
+13,533
81
$1.76M 0.17%
5,213
+382
82
$1.69M 0.16%
5,014
+1,248
83
$1.67M 0.16%
26,353
-22,208
84
$1.65M 0.16%
55,660
+45,795
85
$1.61M 0.15%
+16,906
86
$1.48M 0.14%
+59,650
87
$1.44M 0.14%
16,342
+12,822
88
$1.44M 0.14%
8,177
-837
89
$1.29M 0.12%
15,558
+5,197
90
$1.29M 0.12%
22,256
-1,660
91
$1.26M 0.12%
24,701
92
$1.17M 0.11%
14,425
+8,878
93
$1.17M 0.11%
+16,229
94
$1.15M 0.11%
30,956
+23,492
95
$1.11M 0.11%
10,277
+10
96
$1.11M 0.11%
1,023
-15
97
$1.1M 0.11%
+101,391
98
$1.09M 0.1%
7,116
-386
99
$1.09M 0.1%
18,571
-709
100
$1.06M 0.1%
44,124
-6,573
2 3
4
5 6