ACI

Alpha Cubed Investments Portfolio holdings

AUM $2.92B
1-Year Est. Return 31.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.5M
3
+$12.8M
4
ISRG icon
Intuitive Surgical
ISRG
+$11.4M
5
ADBE icon
Adobe
ADBE
+$10.8M

Top Sells

1
+$9.07M
2
+$7.52M
3
+$7.2M
4
AAPL icon
Apple
AAPL
+$6.76M
5
NEE icon
NextEra Energy
NEE
+$5.91M

Sector Composition

1 Technology 29.76%
2 Healthcare 13.19%
3 Financials 12.58%
4 Consumer Discretionary 8.62%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$600K 0.04%
22,186
127
$592K 0.04%
8,522
-871
128
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7,874
+239
129
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130
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31,648
131
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1,493
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132
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8,016
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133
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134
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135
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34,756
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136
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137
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138
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139
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35,877
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140
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141
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142
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145
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146
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147
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6,124
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148
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149
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4,026
150
$426K 0.03%
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4 5
6
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