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
$2.19B
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$13.4M
3
+$10.9M
4
JPM icon
JPMorgan Chase
JPM
+$9.95M
5
HD icon
Home Depot
HD
+$9.75M

Top Sells

1
+$32.9M
2
+$26.8M
3
+$20.6M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$20.5M
5
AMT icon
American Tower
AMT
+$13.9M

Sector Composition

1 Technology 29.67%
2 Financials 12.76%
3 Communication Services 11.18%
4 Consumer Discretionary 9.91%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$396K 0.02%
6,753
+86
177
$392K 0.02%
3,044
-1,692
178
$391K 0.02%
+1,768
179
$387K 0.02%
+6,600
180
$385K 0.02%
1,592
-218
181
$385K 0.02%
547
+32
182
$383K 0.02%
4,000
183
$372K 0.02%
5,971
+31
184
$368K 0.02%
1,824
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185
$367K 0.02%
1,774
+1
186
$366K 0.02%
1,983
187
$360K 0.02%
3,045
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188
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2,987
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189
$355K 0.02%
7,079
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190
$351K 0.02%
1,229
191
$345K 0.02%
1,622
+1
192
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193
$336K 0.02%
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194
$330K 0.02%
1,111
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195
$324K 0.01%
623
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196
$323K 0.01%
1,168
-37
197
$321K 0.01%
5,127
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198
$317K 0.01%
6,272
+1,137
199
$316K 0.01%
1,897
-118
200
$313K 0.01%
778
-97
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8
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