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
$383M
AUM Growth
+$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.63M
3
+$4.28M
4
LNKD
LinkedIn Corporation
LNKD
+$4.08M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.04M

Top Sells

1
+$7.07M
2
+$5.88M
3
+$3.85M
4
ABBV icon
AbbVie
ABBV
+$3.46M
5
SSO icon
ProShares Ultra S&P500
SSO
+$2.03M

Sector Composition

1 Technology 16.53%
2 Financials 14.62%
3 Healthcare 13.88%
4 Consumer Discretionary 12.06%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$662K 0.17%
11,030
+204
102
$641K 0.17%
12,812
-460
103
$637K 0.17%
6,875
-100
104
$635K 0.17%
5,739
+81
105
$635K 0.17%
34,000
106
$618K 0.16%
14,209
-8,404
107
$586K 0.15%
3,100
+2,000
108
$572K 0.15%
11,949
-1,558
109
$564K 0.15%
7,300
-1,750
110
$548K 0.14%
8,532
-125
111
$525K 0.14%
19,510
-3,450
112
$516K 0.13%
7,746
-504
113
$486K 0.13%
8,345
+405
114
$473K 0.12%
6,558
+688
115
$469K 0.12%
6,817
+233
116
$452K 0.12%
4,246
117
$437K 0.11%
2,354
-9
118
$425K 0.11%
6,258
+198
119
$416K 0.11%
13,900
-600
120
$416K 0.11%
5,913
-410
121
$416K 0.11%
10,000
122
$414K 0.11%
4,197
+38
123
$409K 0.11%
4,150
-6
124
$392K 0.1%
7,666
125
$388K 0.1%
4,312
-555
3 4
5
6 7