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
$1.32B
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$11.5M
3
+$9.94M
4
AAPL icon
Apple
AAPL
+$8.98M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$7.74M

Top Sells

1
+$33.8M
2
+$19M
3
+$18.2M
4
BBY icon
Best Buy
BBY
+$16.2M
5
JPM icon
JPMorgan Chase
JPM
+$13M

Sector Composition

1 Technology 23.61%
2 Healthcare 12.14%
3 Financials 11.61%
4 Industrials 7.81%
5 Consumer Discretionary 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.43M 0.11%
59,093
+112
102
$1.34M 0.1%
16,754
-202,201
103
$1.29M 0.1%
7,390
104
$1.29M 0.1%
124,980
+40,350
105
$1.25M 0.1%
+10,818
106
$1.21M 0.09%
10,070
-44,905
107
$1.2M 0.09%
16,693
+700
108
$1.19M 0.09%
5,969
+1,789
109
$1.16M 0.09%
8,199
-430
110
$1.09M 0.08%
2,532
+492
111
$1.08M 0.08%
66,245
-8,075
112
$1.07M 0.08%
10,625
+217
113
$1.04M 0.08%
+22,450
114
$1.04M 0.08%
37,108
-10,819
115
$1.04M 0.08%
+59,010
116
$1.02M 0.08%
9,264
+72
117
$1.01M 0.08%
26,460
-6,310
118
$945K 0.07%
16,158
-600
119
$942K 0.07%
7,571
+254
120
$936K 0.07%
2,869
+645
121
$914K 0.07%
4,291
+1,854
122
$890K 0.07%
9,140
+306
123
$890K 0.07%
12,494
-11,700
124
$881K 0.07%
14,199
+138
125
$861K 0.07%
32,571
-2,112
3 4
5
6 7