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
$1.49B
AUM Growth
+$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.3M
3
+$11.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$10.7M
5
ADBE icon
Adobe
ADBE
+$10.5M

Top Sells

1
+$8.44M
2
+$7.23M
3
+$6.73M
4
AAPL icon
Apple
AAPL
+$6.31M
5
IBB icon
iShares Biotechnology ETF
IBB
+$5.56M

Sector Composition

1 Technology 29.76%
2 Healthcare 13.19%
3 Financials 12.58%
4 Consumer Discretionary 8.62%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.36M 0.16%
16,665
+4,828
77
$2.1M 0.14%
15,245
+695
78
$2.09M 0.14%
18,939
-7,285
79
$1.97M 0.13%
19,086
+142
80
$1.97M 0.13%
4,577
-2,094
81
$1.88M 0.13%
23,960
-60,494
82
$1.86M 0.12%
9,823
-138
83
$1.81M 0.12%
12,143
+2,279
84
$1.78M 0.12%
17,314
-1,368
85
$1.7M 0.11%
18,786
+3,537
86
$1.66M 0.11%
77,484
-1,374
87
$1.61M 0.11%
5,899
+152
88
$1.58M 0.11%
38,642
+807
89
$1.49M 0.1%
7,390
90
$1.47M 0.1%
27,513
+1,434
91
$1.47M 0.1%
15,336
-2,208
92
$1.4M 0.09%
9,605
-1,271
93
$1.4M 0.09%
+20,900
94
$1.23M 0.08%
16,404
-590
95
$1.16M 0.08%
14,350
-21,542
96
$1.15M 0.08%
5,530
-203
97
$1.15M 0.08%
11,469
+1,122
98
$1.13M 0.08%
34,138
-16,964
99
$1.09M 0.07%
15,898
+160
100
$1.07M 0.07%
25,388
+2,195
2 3
4
5 6