ACI

Alpha Cubed Investments Portfolio holdings

AUM $2.87B
1-Year Est. Return 30.46%
This Quarter Est. Return
1 Year Est. Return
+30.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$29.2M
3
+$23.8M
4
NVDA icon
NVIDIA
NVDA
+$19.8M
5
UNP icon
Union Pacific
UNP
+$17.3M

Top Sells

1
+$21.4M
2
+$17.5M
3
+$16M
4
MRK icon
Merck
MRK
+$14.5M
5
ISRG icon
Intuitive Surgical
ISRG
+$14.2M

Sector Composition

1 Technology 28.1%
2 Financials 15.61%
3 Communication Services 9.21%
4 Industrials 8.21%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$620K 0.03%
21,494
+2,258
152
$617K 0.03%
27,189
+6,330
153
$614K 0.03%
33,014
-77
154
$603K 0.03%
4,717
-250
155
$600K 0.03%
1,564
-2,650
156
$583K 0.03%
23,013
-2,681
157
$579K 0.03%
+6,995
158
$573K 0.03%
4,927
-170
159
$557K 0.02%
1,797
-600
160
$550K 0.02%
7,653
+200
161
$548K 0.02%
36,505
+61
162
$548K 0.02%
20,607
+524
163
$537K 0.02%
14,541
+584
164
$535K 0.02%
3,130
+187
165
$534K 0.02%
15,642
+394
166
$531K 0.02%
5,779
+298
167
$531K 0.02%
7,210
-385
168
$531K 0.02%
+19,735
169
$530K 0.02%
1,263
-9
170
$529K 0.02%
1,515
-21
171
$526K 0.02%
4,827
+438
172
$524K 0.02%
+4,530
173
$510K 0.02%
11,171
+17
174
$499K 0.02%
+1,941
175
$479K 0.02%
+9,590
5 6
7
8 9