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
$1.05B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$6.96M
3
+$6.51M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$5.72M
5
JPM icon
JPMorgan Chase
JPM
+$3.69M

Top Sells

1
+$7.45M
2
+$4.56M
3
+$4.48M
4
NVDA icon
NVIDIA
NVDA
+$3.42M
5
MSFT icon
Microsoft
MSFT
+$2.5M

Sector Composition

1 Technology 21.82%
2 Consumer Discretionary 9.85%
3 Healthcare 9.42%
4 Industrials 8.53%
5 Financials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$416K 0.04%
33,275
152
$413K 0.04%
7,500
153
$408K 0.04%
11,201
-26
154
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155
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7,955
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156
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157
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2,809
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158
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912
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31,301
160
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161
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1,157
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162
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10,336
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163
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164
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165
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166
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167
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169
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170
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171
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5,010
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172
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7,254
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173
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+653
174
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22,500
-4,600
175
$299K 0.03%
11,168
-1,300
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7
8 9