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
$290M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$5.52M
3
+$4.37M
4
WFC icon
Wells Fargo
WFC
+$4.22M
5
TGT icon
Target
TGT
+$2.24M

Top Sells

1
+$8.99M
2
+$8.65M
3
+$5.56M
4
PG icon
Procter & Gamble
PG
+$4.65M
5
ORCL icon
Oracle
ORCL
+$4.22M

Sector Composition

1 Technology 19.78%
2 Healthcare 12.15%
3 Consumer Staples 11.43%
4 Industrials 10.02%
5 Consumer Discretionary 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
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