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
$280M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$6.62M
2 +$6.34M
3 +$5.62M
4
AMGN icon
Amgen
AMGN
+$5.51M
5
BAC icon
Bank of America
BAC
+$4.93M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.07%
2 Healthcare 16.72%
3 Technology 16.26%
4 Energy 9.97%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$192K 0.07%
+11,143
202
$129K 0.05%
+11,000
203
$91K 0.03%
+10,800