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
151
$269K 0.07%
5,718
152
$263K 0.07%
6,820
+450
153
$261K 0.07%
1,089
154
$259K 0.07%
1,970
-967
155
$257K 0.07%
10,068
+68
156
$253K 0.07%
1,916
157
$252K 0.07%
6,000
158
$249K 0.07%
11,600
159
$243K 0.06%
4,860
-77,065
160
$242K 0.06%
5,080
-981
161
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6,147
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162
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8,328
163
$235K 0.06%
2,086
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164
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4,362
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165
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166
$215K 0.06%
8,468
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167
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168
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11,000
169
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12,000
170
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14,441
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171
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16,400
172
$88K 0.02%
10,000
173
$63K 0.02%
17,000
174
$60K 0.02%
16,200
175
$34K 0.01%
20,000
4 5 6
7
8