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
$1.53B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$10.3M
3
+$7.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.17M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$6.15M

Top Sells

1
+$15.9M
2
+$3.6M
3
+$3.42M
4
LMT icon
Lockheed Martin
LMT
+$3.15M
5
HD icon
Home Depot
HD
+$2.25M

Sector Composition

1 Technology 23.49%
2 Financials 12.47%
3 Healthcare 10.28%
4 Consumer Discretionary 9.53%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$941K 0.06%
2,933
+1,140
127
$939K 0.06%
8,005
+1,029
128
$934K 0.06%
32,535
+200
129
$901K 0.06%
2
130
$877K 0.06%
31,891
-3,702
131
$836K 0.05%
13,978
-46
132
$818K 0.05%
7,380
133
$817K 0.05%
5,680
+17
134
$811K 0.05%
30,237
+564
135
$807K 0.05%
4,845
+201
136
$781K 0.05%
2,254
+46
137
$767K 0.05%
5,570
-90
138
$766K 0.05%
6,590
+265
139
$757K 0.05%
29,584
-12
140
$729K 0.05%
10,960
-200
141
$715K 0.05%
2,084
+530
142
$704K 0.05%
6,506
-800
143
$694K 0.05%
43,980
144
$688K 0.05%
1,014
145
$686K 0.04%
4,664
+349
146
$682K 0.04%
10,941
+5,742
147
$681K 0.04%
1,486
+215
148
$659K 0.04%
42,719
+71
149
$648K 0.04%
13,020
150
$648K 0.04%
9,443
-24
4 5
6
7 8