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
$256M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.14M
3
+$4.88M
4
ORCL icon
Oracle
ORCL
+$4.78M
5
WMT icon
Walmart Inc
WMT
+$4.5M

Top Sells

1
+$4.17M
2
+$3.76M
3
+$3.74M
4
DRI icon
Darden Restaurants
DRI
+$3.18M
5
MU icon
Micron Technology
MU
+$2.72M

Sector Composition

1 Financials 22.33%
2 Technology 21.28%
3 Healthcare 16.29%
4 Consumer Discretionary 9.72%
5 Industrials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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