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
$1.05B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$6.96M
3
+$6.51M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$5.72M
5
JPM icon
JPMorgan Chase
JPM
+$3.69M

Top Sells

1
+$7.45M
2
+$4.56M
3
+$4.48M
4
NVDA icon
NVIDIA
NVDA
+$3.42M
5
MSFT icon
Microsoft
MSFT
+$2.5M

Sector Composition

1 Technology 21.82%
2 Consumer Discretionary 9.85%
3 Healthcare 9.42%
4 Industrials 8.53%
5 Financials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$216K 0.02%
+3,935
202
$216K 0.02%
1,983
203
$214K 0.02%
13,381
204
$214K 0.02%
7,763
-277
205
$212K 0.02%
2,014
-317
206
$211K 0.02%
3,266
207
$206K 0.02%
743
208
$202K 0.02%
27,404
+3,795
209
$202K 0.02%
+1,034
210
$175K 0.02%
13,024
+1,024
211
$174K 0.02%
11,700
-1,343
212
$174K 0.02%
10,611
+111
213
$159K 0.02%
12,893
-408
214
$146K 0.01%
10,000
215
$145K 0.01%
26,728
216
$142K 0.01%
14,000
217
$137K 0.01%
11,000
218
$129K 0.01%
11,500
-2,500
219
$123K 0.01%
11,000
-4,000
220
$119K 0.01%
+17,869
221
$118K 0.01%
11,711
-2,212
222
$99K 0.01%
12,400
223
$89K 0.01%
10,069
224
$78K 0.01%
10,905
225
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0
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9
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