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
$1.38B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$5.17M
3
+$3.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.01M
5
NEM icon
Newmont
NEM
+$2.94M

Top Sells

1
+$4.58M
2
+$4.24M
3
+$3.81M
4
AMZN icon
Amazon
AMZN
+$3.18M
5
MET icon
MetLife
MET
+$2.92M

Sector Composition

1 Technology 20.73%
2 Financials 11.84%
3 Industrials 10.03%
4 Healthcare 9.33%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$338K 0.02%
+1,225
202
$336K 0.02%
3,956
+70
203
$335K 0.02%
1,414
204
$334K 0.02%
1,229
+9
205
$325K 0.02%
1,743
+75
206
$323K 0.02%
2,687
-56
207
$316K 0.02%
4,865
-168
208
$316K 0.02%
5,550
-403
209
$307K 0.02%
1,375
+19
210
$306K 0.02%
+1,526
211
$303K 0.02%
5,014
212
$301K 0.02%
1,221
+189
213
$301K 0.02%
10,613
214
$295K 0.02%
3,735
-23
215
$292K 0.02%
27,428
+700
216
$285K 0.02%
825
-23
217
$283K 0.02%
1,983
218
$278K 0.02%
3,781
-168
219
$272K 0.02%
1,258
220
$271K 0.02%
+2,793
221
$270K 0.02%
3,139
-1,605
222
$264K 0.02%
+1,374
223
$254K 0.02%
3,471
+15
224
$252K 0.02%
1,238
-97
225
$249K 0.02%
2,684
7 8
9
10 11