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
$290M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$7.43M
2 +$5.54M
3 +$4.3M
4
WFC icon
Wells Fargo
WFC
+$4.09M
5
TGT icon
Target
TGT
+$2.09M

Top Sells

1 +$8.95M
2 +$8.39M
3 +$5.34M
4
PG icon
Procter & Gamble
PG
+$4.8M
5
ORCL icon
Oracle
ORCL
+$4.33M

Sector Composition

1 Technology 19.78%
2 Healthcare 12.15%
3 Consumer Staples 11.43%
4 Industrials 10.02%
5 Consumer Discretionary 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-8,711
177
-2,054