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
$489M
AUM Growth
+$72.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$9.3M
2
+$9.27M
3
+$8.48M
4
CB icon
Chubb
CB
+$6.36M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.6M

Top Sells

1
+$11.9M
2
+$8.61M
3
+$8.58M
4
BMY icon
Bristol-Myers Squibb
BMY
+$8.06M
5
TGT icon
Target
TGT
+$7.61M

Sector Composition

1 Technology 20.28%
2 Industrials 14.85%
3 Healthcare 8.42%
4 Communication Services 8.06%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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204
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205
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210
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214
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-9,024
215
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-15,000
5 6 7 8
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