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
$858M
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$9.67M
2
+$8.18M
3
+$7.31M
4
BAC icon
Bank of America
BAC
+$6.06M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$5.02M

Top Sells

1
+$14.2M
2
+$6.24M
3
+$4.36M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.22M
5
AAPL icon
Apple
AAPL
+$3.26M

Sector Composition

1 Technology 17.35%
2 Industrials 13.16%
3 Financials 9.22%
4 Healthcare 7.78%
5 Communication Services 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$447K 0.05%
+9,494
177
$441K 0.05%
9,868
+4,088
178
$437K 0.05%
6,800
-151
179
$436K 0.05%
+7,454
180
$429K 0.05%
3,644
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181
$429K 0.05%
9,900
+536
182
$428K 0.05%
+4,277
183
$423K 0.05%
+12,592
184
$413K 0.05%
3,257
-2,265
185
$411K 0.05%
+8,862
186
$410K 0.05%
+4,174
187
$406K 0.05%
+5,797
188
$406K 0.05%
+8,544
189
$406K 0.05%
+14,834
190
$404K 0.05%
1,925
191
$402K 0.05%
+6,913
192
$397K 0.05%
+3,530
193
$389K 0.05%
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194
$387K 0.05%
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195
$387K 0.05%
+4,969
196
$385K 0.04%
5,682
+1,224
197
$385K 0.04%
9,741
-6,993
198
$382K 0.04%
+10,600
199
$374K 0.04%
+7,781
200
$369K 0.04%
+3,927
6 7
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