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
$1.53B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$10.3M
3
+$7.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.17M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$6.15M

Top Sells

1
+$15.9M
2
+$3.6M
3
+$3.42M
4
LMT icon
Lockheed Martin
LMT
+$3.15M
5
HD icon
Home Depot
HD
+$2.25M

Sector Composition

1 Technology 23.49%
2 Financials 12.47%
3 Healthcare 10.28%
4 Consumer Discretionary 9.53%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$374K 0.02%
10,613
202
$372K 0.02%
7,853
-4,850
203
$369K 0.02%
1,313
+34
204
$369K 0.02%
6,520
205
$369K 0.02%
+1,240
206
$365K 0.02%
4,543
+51
207
$353K 0.02%
7,236
-10
208
$353K 0.02%
1,695
+476
209
$352K 0.02%
4,481
+700
210
$349K 0.02%
1,143
-52
211
$348K 0.02%
521
+14
212
$347K 0.02%
6,182
+632
213
$345K 0.02%
3,645
-275
214
$335K 0.02%
+7,022
215
$330K 0.02%
2,016
-170
216
$326K 0.02%
2,523
-236
217
$325K 0.02%
783
+21
218
$325K 0.02%
1,414
219
$321K 0.02%
5,014
220
$312K 0.02%
2,649
221
$310K 0.02%
5,952
+2,547
222
$308K 0.02%
+4,106
223
$302K 0.02%
5,145
-1,877
224
$300K 0.02%
1,983
225
$296K 0.02%
+3,011
7 8
9
10 11