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
$212M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$4.27M
3
+$3.86M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$3.19M
5
DRI icon
Darden Restaurants
DRI
+$3.18M

Top Sells

1
+$5.42M
2
+$2.85M
3
+$2.75M
4
LRCX icon
Lam Research
LRCX
+$2.74M
5
TSLA icon
Tesla
TSLA
+$2.43M

Sector Composition

1 Financials 27.34%
2 Healthcare 17.98%
3 Technology 17.17%
4 Consumer Discretionary 10.56%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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