ACI

Alpha Cubed Investments Portfolio holdings

AUM $2.92B
1-Year Est. Return 31.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.27%
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 +$6.21M
2 +$5.88M
3 +$5.49M
4
AAPL icon
Apple
AAPL
+$5.3M
5
BAC icon
Bank of America
BAC
+$4.7M

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