ACM

Antonetti Capital Management Portfolio holdings

AUM $64M
1-Year Est. Return 3.84%
This Quarter Est. Return
1 Year Est. Return
+3.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$8.17M
3
+$5.67M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$4.44M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 11.29%
2 Technology 2.74%
3 Financials 2.54%
4 Healthcare 1.84%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K 0.01%
+200
227
$13K 0.01%
+1,000
228
$12K 0.01%
+600
229
$12K 0.01%
+2,400
230
$12K 0.01%
+200
231
$12K 0.01%
+130
232
$11K 0.01%
+522
233
$11K 0.01%
+1,650
234
$11K 0.01%
+422
235
$10K 0.01%
+92
236
$10K 0.01%
+140
237
$10K 0.01%
+1,000
238
$10K 0.01%
+1,112
239
$10K 0.01%
+153
240
$10K 0.01%
+195
241
$10K 0.01%
+484
242
$9K 0.01%
+83
243
$8K 0.01%
+131
244
$8K 0.01%
+87
245
$8K 0.01%
+125
246
$8K 0.01%
+250
247
$8K 0.01%
+318
248
$8K 0.01%
+100
249
$7K 0.01%
+400
250
$7K 0.01%
+133
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