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
$1.29B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1 +$19.6M
2 +$12.3M
3 +$12.1M
4
WFC icon
Wells Fargo
WFC
+$10M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$7.62M

Sector Composition

1 Technology 19.88%
2 Financials 12.38%
3 Industrials 10.31%
4 Healthcare 9.47%
5 Consumer Discretionary 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$3.28M 0.26%
33,719
77
$3.23M 0.25%
200,400
-1,956
78
$3.15M 0.25%
14,088
-999
79
$3.13M 0.24%
14,076
-4,431
80
$3.02M 0.24%
23,995
+5,569
81
$2.76M 0.21%
13,310
-561
82
$2.53M 0.2%
45,847
+25,209
83
$2.5M 0.19%
7,100
+5,250
84
$2.4M 0.19%
+24,968
85
$2.35M 0.18%
19,785
+5,755
86
$2.17M 0.17%
17,057
-11,682
87
$2.16M 0.17%
35,416
-8,714
88
$2.15M 0.17%
23,623
+2,945
89
$2.13M 0.17%
33,264
-2,619
90
$2.11M 0.16%
74,250
+4,900
91
$2.06M 0.16%
5,167
-1,028
92
$2.02M 0.16%
5,671
-176
93
$2.02M 0.16%
18,649
+1,540
94
$2M 0.16%
9,334
+2,333
95
$1.99M 0.16%
85,210
+51,353
96
$1.9M 0.15%
94,160
+59,100
97
$1.9M 0.15%
23,061
+3,581
98
$1.83M 0.14%
8,263
+160
99
$1.8M 0.14%
27,696
-4,596
100
$1.76M 0.14%
15,619
-110,596