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
$1.49B
AUM Growth
+$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.3M
3
+$11.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$10.7M
5
ADBE icon
Adobe
ADBE
+$10.5M

Top Sells

1
+$8.44M
2
+$7.23M
3
+$6.73M
4
AAPL icon
Apple
AAPL
+$6.31M
5
IBB icon
iShares Biotechnology ETF
IBB
+$5.56M

Sector Composition

1 Technology 29.76%
2 Healthcare 13.19%
3 Financials 12.58%
4 Consumer Discretionary 8.62%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$259K 0.02%
4,441
-340
202
$259K 0.02%
+1,886
203
$259K 0.02%
14,298
204
$258K 0.02%
840
-103
205
$257K 0.02%
1,643
+321
206
$256K 0.02%
+6,298
207
$254K 0.02%
2,692
+105
208
$253K 0.02%
5,080
-1,850
209
$252K 0.02%
1,218
210
$250K 0.02%
1,676
-89
211
$249K 0.02%
1,783
+190
212
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13,231
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213
$247K 0.02%
4,350
214
$244K 0.02%
2,568
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215
$235K 0.02%
+8,617
216
$234K 0.02%
18,076
217
$234K 0.02%
1,482
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218
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4,390
219
$231K 0.02%
11,746
220
$231K 0.02%
7,609
221
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+808
222
$227K 0.02%
+600
223
$226K 0.02%
7,181
224
$226K 0.02%
1,084
+10
225
$226K 0.02%
5,162
-5,940
7 8
9
10 11