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
$1.38B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$5.17M
3
+$3.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.01M
5
NEM icon
Newmont
NEM
+$2.94M

Top Sells

1
+$4.58M
2
+$4.24M
3
+$3.81M
4
AMZN icon
Amazon
AMZN
+$3.18M
5
MET icon
MetLife
MET
+$2.92M

Sector Composition

1 Technology 20.73%
2 Financials 11.84%
3 Industrials 10.03%
4 Healthcare 9.33%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.64M 0.12%
29,157
-4,107
102
$1.49M 0.11%
9,861
+560
103
$1.43M 0.1%
14,466
+8,228
104
$1.43M 0.1%
57,321
+82
105
$1.38M 0.1%
21,317
-763
106
$1.3M 0.09%
9,296
+1,037
107
$1.29M 0.09%
56,415
-24
108
$1.24M 0.09%
34,075
-340
109
$1.24M 0.09%
18,668
110
$1.17M 0.08%
18,525
+8,004
111
$1.09M 0.08%
40,131
+18,040
112
$1.09M 0.08%
4,457
+1,245
113
$1.06M 0.08%
10,154
-554
114
$1.04M 0.08%
21,800
+7,070
115
$1.03M 0.07%
60,770
116
$1.01M 0.07%
46,638
+13,106
117
$991K 0.07%
4,815
+30
118
$966K 0.07%
+36,640
119
$963K 0.07%
26,545
-252
120
$955K 0.07%
4,809
-129
121
$941K 0.07%
18,256
+5,808
122
$933K 0.07%
8,049
-388
123
$898K 0.06%
6,305
+121
124
$894K 0.06%
16,837
-18,579
125
$894K 0.06%
6,120
-1,150
3 4
5
6 7