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
$776M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7M
3
+$6.69M
4
XOM icon
Exxon Mobil
XOM
+$2.99M
5
BHP icon
BHP
BHP
+$2.73M

Top Sells

1
+$12.7M
2
+$9.13M
3
+$7.97M
4
AAPL icon
Apple
AAPL
+$3.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.74M

Sector Composition

1 Technology 20.51%
2 Industrials 13.26%
3 Financials 9.62%
4 Communication Services 8.04%
5 Healthcare 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$281K 0.04%
7,762
177
$281K 0.04%
9,837
+1,779
178
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-197
179
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181
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182
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183
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184
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185
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186
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187
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188
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189
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190
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191
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192
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193
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195
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196
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198
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199
$240K 0.03%
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200
$237K 0.03%
6,311
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