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ACI
Alpha Cubed Investments Portfolio holdings
AUM
$2.92B
1-Year Est. Return
31.27%
This Fund
S&P 500
This Quarter
Est. Return
+0.19%
1 Year Est. Return
+31.27%
3 Year Est. Return
+125.83%
5 Year Est. Return
+148.25%
10 Year Est. Return
+424.23%
AUM
$290M
AUM Growth
-$37.6M
(-11%)
Cap. Flow
-$36.1M
Cap. Flow
% of AUM
-12.46%
Top 10 Holdings %
Top 10 Hldgs %
30.82%
Holding
177
New
19
Increased
25
Reduced
81
Closed
32
Top Buys
| 1 |
Western Digital
WDC
|
+$6.85M |
| 2 |
TotalEnergies
TTE
|
+$5.52M |
| 3 |
iShares International Select Dividend ETF
IDV
|
+$4.37M |
| 4 |
Wells Fargo
WFC
|
+$4.22M |
| 5 |
Target
TGT
|
+$2.24M |
Top Sells
| 1 |
General Motors
GM
|
+$8.99M |
| 2 |
GE Aerospace
GE
|
+$8.65M |
| 3 |
American International
AIG
|
+$5.56M |
| 4 |
Procter & Gamble
PG
|
+$4.65M |
| 5 |
Oracle
ORCL
|
+$4.22M |
Sector Composition
| 1 | Technology | 19.78% |
| 2 | Healthcare | 12.15% |
| 3 | Consumer Staples | 11.43% |
| 4 | Industrials | 10.02% |
| 5 | Consumer Discretionary | 9.81% |
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