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
$115M
AUM Growth
+$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.15M
3
+$1.61M
4
GLD icon
SPDR Gold Trust
GLD
+$1.51M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$1.35M

Top Sells

1
+$3.33M
2
+$2.74M
3
+$1.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$889K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$422K

Sector Composition

1 Industrials 9.01%
2 Technology 1.81%
3 Healthcare 1.66%
4 Consumer Discretionary 0.72%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
11
-59
227
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100
228
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50
229
$1K ﹤0.01%
+25
230
$1K ﹤0.01%
95
231
$1K ﹤0.01%
500
232
– –
-300
233
$0 ﹤0.01%
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234
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-12,550
235
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$0 ﹤0.01%
50
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239
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$0 ﹤0.01%
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-1,000
246
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$0 ﹤0.01%
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250
$0 ﹤0.01%
2
8 9
10
11 12