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
$2.24B
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$29.2M
3
+$23.8M
4
NVDA icon
NVIDIA
NVDA
+$19.8M
5
UNP icon
Union Pacific
UNP
+$17.3M

Top Sells

1
+$21.4M
2
+$17.5M
3
+$16M
4
MRK icon
Merck
MRK
+$14.5M
5
ISRG icon
Intuitive Surgical
ISRG
+$14.2M

Sector Composition

1 Technology 28.1%
2 Financials 15.61%
3 Communication Services 9.21%
4 Industrials 8.21%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.57M 0.07%
16,788
-5,098
102
$1.57M 0.07%
26,137
+1,378
103
$1.55M 0.07%
796
+527
104
$1.46M 0.07%
15,699
105
$1.44M 0.06%
17,609
-31,785
106
$1.4M 0.06%
5,429
+570
107
$1.4M 0.06%
33,405
-28,433
108
$1.39M 0.06%
6,761
-325
109
$1.38M 0.06%
2,957
-109
110
$1.26M 0.06%
5,946
+2,407
111
$1.25M 0.06%
3,379
-92
112
$1.24M 0.06%
9,122
-409
113
$1.22M 0.05%
6,442
+1,226
114
$1.2M 0.05%
5,136
-1
115
$1.14M 0.05%
8,144
+3,141
116
$1.02M 0.05%
5,109
+3,212
117
$1.01M 0.05%
10,262
+1,458
118
$1.01M 0.05%
+83,626
119
$986K 0.04%
13,568
+888
120
$974K 0.04%
+4,088
121
$951K 0.04%
16,398
+451
122
$949K 0.04%
+15,556
123
$948K 0.04%
8,617
+89
124
$940K 0.04%
8,465
+794
125
$922K 0.04%
1,965
+11
3 4
5
6 7