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
$1.38B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$5.17M
3
+$3.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.01M
5
NEM icon
Newmont
NEM
+$2.94M

Top Sells

1
+$4.58M
2
+$4.24M
3
+$3.81M
4
AMZN icon
Amazon
AMZN
+$3.18M
5
MET icon
MetLife
MET
+$2.92M

Sector Composition

1 Technology 20.73%
2 Financials 11.84%
3 Industrials 10.03%
4 Healthcare 9.33%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.24M 0.23%
13,392
-696
77
$3M 0.22%
12,968
-342
78
$2.74M 0.2%
+81,248
79
$2.63M 0.19%
+33,626
80
$2.61M 0.19%
45,307
-540
81
$2.35M 0.17%
75,750
+1,500
82
$2.33M 0.17%
20,417
-3,578
83
$2.21M 0.16%
5,136
-31
84
$2.15M 0.16%
9,547
+213
85
$2.12M 0.15%
18,838
+189
86
$2.1M 0.15%
85,210
87
$2.08M 0.15%
25,381
+2,320
88
$2.08M 0.15%
20,600
-4,368
89
$2.08M 0.15%
39,428
-15,437
90
$2.06M 0.15%
8,661
+398
91
$1.99M 0.14%
10,592
-9,062
92
$1.94M 0.14%
94,160
93
$1.91M 0.14%
5,222
-449
94
$1.89M 0.14%
8,254
+2,297
95
$1.79M 0.13%
25,932
-282
96
$1.77M 0.13%
+91,777
97
$1.72M 0.12%
14,909
-710
98
$1.71M 0.12%
41,571
-786
99
$1.7M 0.12%
34,928
+79
100
$1.68M 0.12%
23,024
-4,672
2 3
4
5 6