ACI

Alpha Cubed Investments Portfolio holdings

AUM $2.87B
1-Year Est. Return 30.46%
This Quarter Est. Return
1 Year Est. Return
+30.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$29.2M
3
+$23.8M
4
NVDA icon
NVIDIA
NVDA
+$19.8M
5
UNP icon
Union Pacific
UNP
+$17.3M

Top Sells

1
+$21.4M
2
+$17.5M
3
+$16M
4
MRK icon
Merck
MRK
+$14.5M
5
ISRG icon
Intuitive Surgical
ISRG
+$14.2M

Sector Composition

1 Technology 28.1%
2 Financials 15.61%
3 Communication Services 9.21%
4 Industrials 8.21%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$384K 0.02%
1,428
+317
202
$381K 0.02%
8,131
+399
203
$378K 0.02%
1,150
-18
204
$373K 0.02%
1,803
+18
205
$372K 0.02%
+8,128
206
$371K 0.02%
+1,214
207
$365K 0.02%
1,983
208
$363K 0.02%
6,226
+255
209
$358K 0.02%
3,424
-294
210
$354K 0.02%
12,934
-5,640
211
$351K 0.02%
7,079
212
$346K 0.02%
552
+5
213
$344K 0.02%
+2,950
214
$340K 0.02%
3,075
+367
215
$335K 0.02%
4,325
+421
216
$333K 0.01%
3,539
217
$327K 0.01%
1,621
-1
218
$319K 0.01%
6,272
219
$318K 0.01%
1,690
-752
220
$313K 0.01%
7,336
+658
221
$311K 0.01%
+7,012
222
$307K 0.01%
+4,373
223
$303K 0.01%
6,088
+34
224
$291K 0.01%
5,187
-2
225
$288K 0.01%
18,076
7 8
9
10 11