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
$1.49B
AUM Growth
+$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.3M
3
+$11.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$10.7M
5
ADBE icon
Adobe
ADBE
+$10.5M

Top Sells

1
+$8.44M
2
+$7.23M
3
+$6.73M
4
AAPL icon
Apple
AAPL
+$6.31M
5
IBB icon
iShares Biotechnology ETF
IBB
+$5.56M

Sector Composition

1 Technology 29.76%
2 Healthcare 13.19%
3 Financials 12.58%
4 Consumer Discretionary 8.62%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$418K 0.03%
17,790
152
$416K 0.03%
+20,429
153
$413K 0.03%
10,655
+1,505
154
$409K 0.03%
6,449
+1,879
155
$402K 0.03%
3,054
+15
156
$398K 0.03%
3,685
157
$395K 0.03%
1,179
+21
158
$394K 0.03%
1,482
-463
159
$385K 0.03%
443
160
$374K 0.03%
+3,094
161
$370K 0.02%
11,145
-100
162
$368K 0.02%
13,453
+511
163
$368K 0.02%
4,236
-70
164
$366K 0.02%
6,170
-240
165
$358K 0.02%
3,809
166
$349K 0.02%
3,961
+114
167
$347K 0.02%
4,314
168
$342K 0.02%
5,352
-34
169
$342K 0.02%
3,851
+71
170
$340K 0.02%
608
+162
171
$338K 0.02%
1,469
-181
172
$338K 0.02%
4,874
-775
173
$337K 0.02%
3,642
-780
174
$332K 0.02%
3,766
-295
175
$325K 0.02%
5,007
-291
5 6
7
8 9