AC

AlphaCore Capital Portfolio holdings

AUM $2.96B
1-Year Est. Return 23.13%
This Quarter Est. Return
1 Year Est. Return
+23.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$713M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1 +$51.7M
2 +$43.7M
3 +$37.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$30.6M
5
IAUM icon
iShares Gold Trust Micro
IAUM
+$19.1M

Sector Composition

1 Energy 11.44%
2 Technology 9.13%
3 Financials 7.34%
4 Healthcare 3.09%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$80.5K 0.01%
+3,446
527
$79.8K 0.01%
+964
528
$78.9K 0.01%
+1,264
529
$77.5K 0.01%
+710
530
$77.2K 0.01%
603
531
$76.4K 0.01%
1,900
532
$74.3K 0.01%
+10,160
533
$73.4K 0.01%
+1,174
534
$71.2K 0.01%
+646
535
$68.6K 0.01%
+1,116
536
$68.4K 0.01%
+1,335
537
$68.1K 0.01%
2,211
538
$68K 0.01%
+2,162
539
$66.2K 0.01%
+1,177
540
$66.2K 0.01%
+731
541
$65.7K 0.01%
+2,851
542
$65.4K 0.01%
+264
543
$64.4K 0.01%
+1,485
544
$63.7K 0.01%
+1,966
545
$63.3K 0.01%
+1,039
546
$62.2K 0.01%
+844
547
$61.5K 0.01%
+848
548
$59.7K 0.01%
+333
549
$57.6K ﹤0.01%
+1,500
550
$56.9K ﹤0.01%
+1,000