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
$382M
AUM Growth
+$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.51M
3
+$4.33M
4
GM icon
General Motors
GM
+$3.99M
5
PG icon
Procter & Gamble
PG
+$3.9M

Top Sells

1
+$6.64M
2
+$4.99M
3
+$4.77M
4
IBM icon
IBM
IBM
+$4.03M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.91M

Sector Composition

1 Technology 19.69%
2 Healthcare 15.57%
3 Financials 15.18%
4 Consumer Discretionary 11.47%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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210
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-280,857
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215
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218
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