ACI

Alpha Cubed Investments Portfolio holdings

AUM $2.87B
1-Year Est. Return 30.46%
This Quarter Est. Return
1 Year Est. Return
+30.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$29.2M
3
+$23.8M
4
NVDA icon
NVIDIA
NVDA
+$19.8M
5
UNP icon
Union Pacific
UNP
+$17.3M

Top Sells

1
+$21.4M
2
+$17.5M
3
+$16M
4
MRK icon
Merck
MRK
+$14.5M
5
ISRG icon
Intuitive Surgical
ISRG
+$14.2M

Sector Composition

1 Technology 28.1%
2 Financials 15.61%
3 Communication Services 9.21%
4 Industrials 8.21%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$475K 0.02%
2,083
+833
177
$472K 0.02%
+6,000
178
$470K 0.02%
+5,121
179
$466K 0.02%
3,821
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180
$463K 0.02%
2,905
+1,020
181
$452K 0.02%
14,595
+6,139
182
$444K 0.02%
1,873
-1
183
$443K 0.02%
2,789
-198
184
$442K 0.02%
4,459
+313
185
$440K 0.02%
3,608
+564
186
$440K 0.02%
+1,402
187
$432K 0.02%
5,375
-500
188
$430K 0.02%
2,286
-26,064
189
$429K 0.02%
15,030
+5,387
190
$428K 0.02%
2,510
-1,040
191
$427K 0.02%
5,300
+1,300
192
$423K 0.02%
2,091
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193
$420K 0.02%
3,045
194
$405K 0.02%
1,632
-299
195
$403K 0.02%
920
196
$401K 0.02%
1,308
+79
197
$400K 0.02%
1,728
-96
198
$387K 0.02%
6,600
199
$386K 0.02%
6,829
+76
200
$385K 0.02%
291,850
6 7
8
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