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
$1.49B
AUM Growth
+$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.3M
3
+$11.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$10.7M
5
ADBE icon
Adobe
ADBE
+$10.5M

Top Sells

1
+$8.44M
2
+$7.23M
3
+$6.73M
4
AAPL icon
Apple
AAPL
+$6.31M
5
IBB icon
iShares Biotechnology ETF
IBB
+$5.56M

Sector Composition

1 Technology 29.76%
2 Healthcare 13.19%
3 Financials 12.58%
4 Consumer Discretionary 8.62%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$316K 0.02%
1,934
177
$316K 0.02%
5,378
-83
178
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179
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597
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183
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184
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186
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189
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190
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191
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200
$260K 0.02%
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