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
$193M
AUM Growth
-$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.35M
3
+$2.3M
4
TDW icon
Tidewater
TDW
+$2.26M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$2.12M

Top Sells

1
+$3.76M
2
+$3.36M
3
+$2.98M
4
DLTR icon
Dollar Tree
DLTR
+$2.69M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.59M

Sector Composition

1 Financials 24.53%
2 Technology 14.46%
3 Healthcare 13.51%
4 Consumer Discretionary 10.07%
5 Energy 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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