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
$2.19B
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$13.4M
3
+$10.9M
4
JPM icon
JPMorgan Chase
JPM
+$9.95M
5
HD icon
Home Depot
HD
+$9.75M

Top Sells

1
+$32.9M
2
+$26.8M
3
+$20.6M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$20.5M
5
AMT icon
American Tower
AMT
+$13.9M

Sector Composition

1 Technology 29.67%
2 Financials 12.76%
3 Communication Services 11.18%
4 Consumer Discretionary 9.91%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.28M 0.06%
4,859
+27
102
$1.27M 0.06%
5,137
+70
103
$1.26M 0.06%
9,531
-2,490
104
$1.26M 0.06%
+46,918
105
$1.19M 0.05%
+10,970
106
$1.12M 0.05%
5,108
-429
107
$1.08M 0.05%
5,216
-46
108
$1.08M 0.05%
8,528
-3,208
109
$1.06M 0.05%
+12,529
110
$1.05M 0.05%
3,155
+16
111
$1.04M 0.05%
6,390
-98
112
$1.02M 0.05%
9,562
+935
113
$980K 0.04%
8,804
-120
114
$942K 0.04%
473
+6
115
$916K 0.04%
12,680
-15,740
116
$898K 0.04%
2,494
-7
117
$896K 0.04%
8,934
+1,116
118
$863K 0.04%
5,003
-71
119
$852K 0.04%
15,947
+749
120
$828K 0.04%
1,954
-200
121
$817K 0.04%
7,671
+87
122
$806K 0.04%
1,296
+81
123
$799K 0.04%
3,539
-180
124
$798K 0.04%
3,431
-319
125
$796K 0.04%
2,397
3 4
5
6 7