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
$328M
AUM Growth
-$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$6.13M
3
+$4.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.16M
5
LMT icon
Lockheed Martin
LMT
+$3.66M

Top Sells

1
+$8.29M
2
+$7.76M
3
+$7.32M
4
MRK icon
Merck
MRK
+$5.22M
5
LNKD
LinkedIn Corporation
LNKD
+$4.7M

Sector Composition

1 Technology 18.93%
2 Consumer Discretionary 12.49%
3 Industrials 11.95%
4 Healthcare 11.73%
5 Consumer Staples 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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183
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189
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190
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191
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4 5 6 7
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