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
$1.32B
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$11.5M
3
+$9.94M
4
AAPL icon
Apple
AAPL
+$8.98M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$7.74M

Top Sells

1
+$33.8M
2
+$19M
3
+$18.2M
4
BBY icon
Best Buy
BBY
+$16.2M
5
JPM icon
JPMorgan Chase
JPM
+$13M

Sector Composition

1 Technology 23.61%
2 Healthcare 12.14%
3 Financials 11.61%
4 Industrials 7.81%
5 Consumer Discretionary 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.41M 0.18%
11,441
-138
77
$2.4M 0.18%
22,191
-114,164
78
$2.35M 0.18%
27,226
-4,733
79
$2.31M 0.18%
9,656
-122
80
$2.25M 0.17%
5,853
+141
81
$2.24M 0.17%
10,999
+47
82
$2.23M 0.17%
21,718
-7,299
83
$2.23M 0.17%
19,032
+2,117
84
$2.17M 0.16%
30,778
-2,660
85
$2.16M 0.16%
15,286
-111
86
$2.03M 0.15%
18,426
-5,843
87
$2M 0.15%
35,780
+16,930
88
$1.93M 0.15%
19,594
-33,713
89
$1.89M 0.14%
17,780
-80,842
90
$1.85M 0.14%
10,764
-5,340
91
$1.82M 0.14%
9,942
+1,093
92
$1.81M 0.14%
82,152
-4,734
93
$1.79M 0.14%
23,010
-244,687
94
$1.75M 0.13%
20,021
+2,024
95
$1.69M 0.13%
12,022
+5,574
96
$1.68M 0.13%
10,366
+1,008
97
$1.67M 0.13%
12,725
+10,679
98
$1.65M 0.13%
34,971
-2,478
99
$1.55M 0.12%
24,472
+1,870
100
$1.55M 0.12%
35,217
+5,444
2 3
4
5 6