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
$212M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$4.27M
3
+$3.86M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$3.19M
5
DRI icon
Darden Restaurants
DRI
+$3.18M

Top Sells

1
+$5.42M
2
+$2.85M
3
+$2.75M
4
LRCX icon
Lam Research
LRCX
+$2.74M
5
TSLA icon
Tesla
TSLA
+$2.43M

Sector Composition

1 Financials 27.34%
2 Healthcare 17.98%
3 Technology 17.17%
4 Consumer Discretionary 10.56%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$509K 0.24%
13,200
-300
102
$503K 0.24%
6,606
-700
103
$455K 0.21%
16,392
-4,601
104
$432K 0.2%
15,382
-3,375
105
$430K 0.2%
18,058
-1,900
106
$425K 0.2%
8,498
-3,187
107
$424K 0.2%
4,282
-4,673
108
$421K 0.2%
5,597
-843
109
$406K 0.19%
6,650
-700
110
$391K 0.18%
4,259
-731
111
$376K 0.18%
1,590
-1,255
112
$367K 0.17%
7,212
-1,823
113
$365K 0.17%
11,918
-322
114
$359K 0.17%
22,308
-5,666
115
$352K 0.17%
5,852
-3,284
116
$342K 0.16%
4,474
+70
117
$338K 0.16%
9,698
-37,950
118
$336K 0.16%
+12,490
119
$328K 0.15%
2,287
-83
120
$324K 0.15%
3,645
-524
121
$297K 0.14%
7,675
-5,000
122
$296K 0.14%
3,019
-28
123
$295K 0.14%
3,141
-218
124
$267K 0.13%
5,400
125
$267K 0.13%
+1,184
3 4
5
6 7