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
$1.48B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$14.6M
3
+$9.72M
4
AMZN icon
Amazon
AMZN
+$8.64M
5
ADBE icon
Adobe
ADBE
+$7.06M

Top Sells

1
+$15.7M
2
+$12.8M
3
+$12.4M
4
PFE icon
Pfizer
PFE
+$9.9M
5
TGT icon
Target
TGT
+$8.69M

Sector Composition

1 Technology 29.66%
2 Healthcare 11.57%
3 Financials 10.92%
4 Consumer Discretionary 9.18%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$461K 0.03%
4,959
-90
152
$456K 0.03%
5,900
153
$446K 0.03%
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154
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155
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156
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157
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3,685
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158
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161
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162
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163
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164
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165
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166
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175
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