ACI

Alpha Cubed Investments Portfolio holdings

AUM $2.87B
1-Year Est. Return 30.46%
This Quarter Est. Return
1 Year Est. Return
+30.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$29.2M
3
+$23.8M
4
NVDA icon
NVIDIA
NVDA
+$19.8M
5
UNP icon
Union Pacific
UNP
+$17.3M

Top Sells

1
+$21.4M
2
+$17.5M
3
+$16M
4
MRK icon
Merck
MRK
+$14.5M
5
ISRG icon
Intuitive Surgical
ISRG
+$14.2M

Sector Composition

1 Technology 28.1%
2 Financials 15.61%
3 Communication Services 9.21%
4 Industrials 8.21%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.84M 0.13%
19,568
+13,178
77
$2.71M 0.12%
65,038
+17,619
78
$2.65M 0.12%
27,040
-1,373
79
$2.6M 0.12%
39,176
-1,190
80
$2.58M 0.12%
19,508
+4,351
81
$2.56M 0.11%
9,309
+627
82
$2.55M 0.11%
26,660
+17,098
83
$2.45M 0.11%
31,246
+9,403
84
$2.37M 0.11%
46,470
-2,323
85
$2.13M 0.1%
27,075
-3,431
86
$2.13M 0.09%
3,879
-610
87
$2.11M 0.09%
6,882
-432
88
$2.1M 0.09%
3,738
-108
89
$2.03M 0.09%
20,130
+11,196
90
$1.95M 0.09%
11,270
-107
91
$1.92M 0.09%
11,279
+1,623
92
$1.87M 0.08%
7,507
+2,399
93
$1.85M 0.08%
2,723
+1,942
94
$1.81M 0.08%
10,498
-120
95
$1.79M 0.08%
8,537
+165
96
$1.72M 0.08%
+11,799
97
$1.71M 0.08%
+55,272
98
$1.68M 0.08%
7,221
-103
99
$1.67M 0.07%
11,458
-7,250
100
$1.65M 0.07%
16,866
+5,896
2 3
4
5 6