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
$383M
AUM Growth
+$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.63M
3
+$4.28M
4
LNKD
LinkedIn Corporation
LNKD
+$4.08M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.04M

Top Sells

1
+$7.07M
2
+$5.88M
3
+$3.85M
4
ABBV icon
AbbVie
ABBV
+$3.46M
5
SSO icon
ProShares Ultra S&P500
SSO
+$2.03M

Sector Composition

1 Technology 16.53%
2 Financials 14.62%
3 Healthcare 13.88%
4 Consumer Discretionary 12.06%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20K 0.01%
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