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
$776M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7M
3
+$6.69M
4
XOM icon
Exxon Mobil
XOM
+$2.99M
5
BHP icon
BHP
BHP
+$2.73M

Top Sells

1
+$12.7M
2
+$9.13M
3
+$7.97M
4
AAPL icon
Apple
AAPL
+$3.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.74M

Sector Composition

1 Technology 20.51%
2 Industrials 13.26%
3 Financials 9.62%
4 Communication Services 8.04%
5 Healthcare 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$363K 0.05%
16,044
-2,387
152
$355K 0.05%
9,110
+3,765
153
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1,551
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155
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2,680
-10,471
156
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157
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158
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159
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160
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161
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162
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164
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173
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796
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174
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10,700
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175
$282K 0.04%
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