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
$1.32B
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$11.5M
3
+$9.94M
4
AAPL icon
Apple
AAPL
+$8.98M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$7.74M

Top Sells

1
+$33.8M
2
+$19M
3
+$18.2M
4
BBY icon
Best Buy
BBY
+$16.2M
5
JPM icon
JPMorgan Chase
JPM
+$13M

Sector Composition

1 Technology 23.61%
2 Healthcare 12.14%
3 Financials 11.61%
4 Industrials 7.81%
5 Consumer Discretionary 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$437K 0.03%
1,786
+39
177
$429K 0.03%
17,790
178
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3,750
+846
179
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+756
180
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4,519
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181
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+51,720
182
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3,151
-1,409
183
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184
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4,147
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185
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186
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187
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188
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-7,045
189
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190
$384K 0.03%
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191
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194
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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
$351K 0.03%
7,133
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200
$351K 0.03%
637
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