ACM

Antonetti Capital Management Portfolio holdings

AUM $64M
1-Year Est. Return 3.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.35M
3
+$1.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$842K
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$807K

Top Sells

1
+$1.08M
2
+$399K
3
+$346K
4
VZ icon
Verizon
VZ
+$344K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$344K

Sector Composition

1 Industrials 10.51%
2 Technology 2.08%
3 Healthcare 1.81%
4 Consumer Discretionary 0.86%
5 Communication Services 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
+41
227
$2K ﹤0.01%
+35
228
$2K ﹤0.01%
40
229
$2K ﹤0.01%
14
-100
230
$2K ﹤0.01%
25
231
$2K ﹤0.01%
83
232
$2K ﹤0.01%
31
-100
233
$2K ﹤0.01%
150
-100
234
$2K ﹤0.01%
100
-80
235
$2K ﹤0.01%
+19
236
$2K ﹤0.01%
+15
237
$2K ﹤0.01%
100
238
$2K ﹤0.01%
35
239
$2K ﹤0.01%
300
240
$2K ﹤0.01%
95
241
$2K ﹤0.01%
51
-25
242
$1K ﹤0.01%
52
243
$1K ﹤0.01%
+135
244
$1K ﹤0.01%
15
245
$1K ﹤0.01%
100
246
$1K ﹤0.01%
50
247
$1K ﹤0.01%
500
248
$1K ﹤0.01%
+24
249
$1K ﹤0.01%
25
250
$1K ﹤0.01%
57
-2,000
8 9
10
11 12