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
$2.19B
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$13.4M
3
+$10.9M
4
JPM icon
JPMorgan Chase
JPM
+$9.95M
5
HD icon
Home Depot
HD
+$9.75M

Top Sells

1
+$32.9M
2
+$26.8M
3
+$20.6M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$20.5M
5
AMT icon
American Tower
AMT
+$13.9M

Sector Composition

1 Technology 29.67%
2 Financials 12.76%
3 Communication Services 11.18%
4 Consumer Discretionary 9.91%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.57M 0.12%
18,708
+15,134
77
$2.54M 0.12%
36,180
-205
78
$2.52M 0.12%
8,682
-1,573
79
$2.51M 0.12%
+61,838
80
$2.48M 0.11%
48,793
+724
81
$2.36M 0.11%
4,489
-1,009
82
$2.36M 0.11%
7,314
+98
83
$2.31M 0.11%
30,506
+19,550
84
$2.26M 0.1%
3,846
-110
85
$2.08M 0.1%
47,419
-3,094
86
$1.99M 0.09%
11,377
-1,480
87
$1.88M 0.09%
7,324
88
$1.87M 0.09%
21,886
+9,922
89
$1.87M 0.09%
4,214
-10,633
90
$1.8M 0.08%
10,618
-475
91
$1.76M 0.08%
29,930
-1,005
92
$1.75M 0.08%
15,157
-9,167
93
$1.62M 0.07%
9,656
-343
94
$1.62M 0.07%
21,843
-182
95
$1.59M 0.07%
15,699
+80
96
$1.49M 0.07%
8,372
-5,125
97
$1.42M 0.07%
3,471
+278
98
$1.29M 0.06%
24,759
+510
99
$1.29M 0.06%
7,086
-414
100
$1.28M 0.06%
3,066
-302
2 3
4
5 6