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
126
$896K 0.04%
31,679
+8,623
127
$872K 0.04%
6,570
-380
128
$870K 0.04%
3,290
+2,194
129
$869K 0.04%
+32,992
130
$863K 0.04%
7,702
+1,871
131
$850K 0.04%
2,283
-211
132
$849K 0.04%
275,775
+10,673
133
$829K 0.04%
5,526
+710
134
$810K 0.04%
3,017
-138
135
$798K 0.04%
+1
136
$794K 0.04%
11,126
+4,160
137
$763K 0.03%
+8,386
138
$744K 0.03%
7,518
-39
139
$743K 0.03%
1,462
-2
140
$742K 0.03%
2,576
+984
141
$741K 0.03%
7,176
+314
142
$721K 0.03%
10,151
+7,221
143
$716K 0.03%
49,079
-3
144
$697K 0.03%
+5,271
145
$687K 0.03%
4,136
+585
146
$682K 0.03%
1,888
+41
147
$677K 0.03%
+5,548
148
$663K 0.03%
1,222
-74
149
$648K 0.03%
11,046
+2,406
150
$631K 0.03%
+10,201
4 5
6
7 8