ACI
Alpha Cubed Investments Portfolio holdings
AUM
$2.92B
1-Year Est. Return
31.27%
This Fund
S&P 500
1 Year Est. Return
+31.27%
AUM
$1.29B
AUM Growth
+$116M
(+9.9%)
Holding
284
Top Buys
| 1 | +$19.7M | |
| 2 | +$11.6M | |
| 3 | +$11.4M | |
| 4 |
Wells Fargo
WFC
|
+$9.06M |
| 5 |
State Street SPDR S&P Dividend ETF
SDY
|
+$7.24M |
Top Sells
| 1 | +$26M | |
| 2 | +$13.7M | |
| 3 | +$12.9M | |
| 4 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$7.48M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$6.55M |
Sector Composition
| 1 | Technology | 19.88% |
| 2 | Financials | 12.38% |
| 3 | Industrials | 10.31% |
| 4 | Healthcare | 9.47% |
| 5 | Consumer Discretionary | 9.11% |