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
126
$385K 0.1%
14,006
+91
127
$375K 0.1%
24,925
+2,174
128
$367K 0.1%
5,677
+100
129
$357K 0.09%
5,877
130
$350K 0.09%
3,977
+695
131
$350K 0.09%
9,037
-1,435
132
$347K 0.09%
2,879
+715
133
$344K 0.09%
4,147
134
$343K 0.09%
5,530
135
$339K 0.09%
4,162
+1,506
136
$321K 0.08%
5,970
137
$317K 0.08%
7,100
138
$312K 0.08%
3,218
-14
139
$310K 0.08%
8,699
140
$300K 0.08%
16,089
-1,050
141
$299K 0.08%
4,185
-457
142
$295K 0.08%
9,042
-1,609
143
$289K 0.08%
+11,300
144
$284K 0.07%
3,800
145
$283K 0.07%
1,769
+30
146
$279K 0.07%
+11,768
147
$277K 0.07%
6,710
148
$276K 0.07%
2,759
+387
149
$274K 0.07%
4,863
-408
150
$272K 0.07%
6,365
-182
4 5
6
7 8