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
$383M
AUM Growth
+$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.63M
3
+$4.28M
4
LNKD
LinkedIn Corporation
LNKD
+$4.08M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.04M

Top Sells

1
+$7.07M
2
+$5.88M
3
+$3.85M
4
ABBV icon
AbbVie
ABBV
+$3.46M
5
SSO icon
ProShares Ultra S&P500
SSO
+$2.03M

Sector Composition

1 Technology 16.53%
2 Financials 14.62%
3 Healthcare 13.88%
4 Consumer Discretionary 12.06%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28M 7.32%
1,065,316
-20,720
2
$15.5M 4.06%
195,760
-235
3
$11.8M 3.08%
116,793
+648
4
$11.4M 2.99%
336,536
+2,182
5
$11.2M 2.93%
75,311
+1,438
6
$10.3M 2.69%
612,671
+19,580
7
$7.82M 2.04%
66,197
-895
8
$7.48M 1.95%
275,299
+11,056
9
$7.32M 1.91%
169,125
+98,999
10
$6.79M 1.77%
41,798
+1,475
11
$6.79M 1.77%
122,305
+1,535
12
$6.52M 1.7%
167,765
+3,793
13
$6.5M 1.7%
62,101
+8,944
14
$6.32M 1.65%
61,554
+1,323
15
$6.3M 1.65%
47,671
+7,121
16
$6.25M 1.63%
135,217
+9,331
17
$6.19M 1.62%
99,848
+11,780
18
$5.96M 1.55%
172,877
+5,236
19
$5.58M 1.46%
110,630
-9,393
20
$5.49M 1.43%
150,327
-3,121
21
$5.44M 1.42%
+111,913
22
$5.43M 1.42%
91,729
-58,480
23
$5.37M 1.4%
81,293
+728
24
$5.32M 1.39%
377,484
+226,884
25
$5.14M 1.34%
85,034
+2,182
1
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