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
$972M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.95M
3
+$7.05M
4
CVX icon
Chevron
CVX
+$6.49M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.82M

Top Sells

1
+$15M
2
+$2.82M
3
+$2.61M
4
UNP icon
Union Pacific
UNP
+$2.47M
5
AAPL icon
Apple
AAPL
+$1.76M

Sector Composition

1 Technology 21.57%
2 Financials 11.64%
3 Industrials 9.22%
4 Healthcare 8.53%
5 Communication Services 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$350K 0.04%
2,661
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177
$346K 0.04%
8,250
178
$341K 0.04%
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179
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181
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182
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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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193
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195
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196
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197
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198
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199
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200
$287K 0.03%
1,700
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