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
$1.05B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$6.96M
3
+$6.51M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$5.72M
5
JPM icon
JPMorgan Chase
JPM
+$3.69M

Top Sells

1
+$7.45M
2
+$4.56M
3
+$4.48M
4
NVDA icon
NVIDIA
NVDA
+$3.42M
5
MSFT icon
Microsoft
MSFT
+$2.5M

Sector Composition

1 Technology 21.82%
2 Consumer Discretionary 9.85%
3 Healthcare 9.42%
4 Industrials 8.53%
5 Financials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$299K 0.03%
+2,219
177
$298K 0.03%
+1,183
178
$297K 0.03%
8,025
-450
179
$288K 0.03%
4,668
+1,386
180
$276K 0.03%
1,372
+1
181
$274K 0.03%
11,725
182
$272K 0.03%
5,225
-2,000
183
$269K 0.03%
1,242
184
$262K 0.03%
1,356
185
$257K 0.02%
937
-299
186
$252K 0.02%
10,800
187
$247K 0.02%
2,232
188
$246K 0.02%
4,211
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189
$244K 0.02%
1,014
190
$243K 0.02%
5,266
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191
$243K 0.02%
1,208
-25
192
$237K 0.02%
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193
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1,015
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194
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195
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196
$224K 0.02%
7,317
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197
$221K 0.02%
+5,343
198
$221K 0.02%
4,268
199
$220K 0.02%
+1,024
200
$220K 0.02%
3,446
6 7
8
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