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
$73.1M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$230K
3
+$181K
4
AMZN icon
Amazon
AMZN
+$178K
5
PBR icon
Petrobras
PBR
+$134K

Top Sells

1
+$5.58M
2
+$2.8M
3
+$2.05M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.61M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$892K

Sector Composition

1 Industrials 7.26%
2 Technology 6.3%
3 Healthcare 6.24%
4 Materials 2.43%
5 Energy 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.01K 0.01%
200
252
$4.67K 0.01%
100
253
$4.48K 0.01%
110
254
$4.44K 0.01%
1,500
255
$4.43K 0.01%
36
+5
256
$4.03K 0.01%
99
257
$3.79K 0.01%
200
-156
258
$3.76K 0.01%
50
259
$3.69K 0.01%
175
260
$3.6K ﹤0.01%
1,200
261
$3.59K ﹤0.01%
200
262
$3.32K ﹤0.01%
40
263
$3.14K ﹤0.01%
240
264
$3.14K ﹤0.01%
50
-5
265
$3.03K ﹤0.01%
40
-31
266
$3.03K ﹤0.01%
100
-20
267
$2.98K ﹤0.01%
1,600
-200
268
$2.97K ﹤0.01%
72
269
$2.8K ﹤0.01%
33
-167
270
$2.74K ﹤0.01%
40
271
$2.65K ﹤0.01%
95
272
$2.56K ﹤0.01%
40
+25
273
$2.55K ﹤0.01%
30
274
$2.54K ﹤0.01%
18
-2
275
$2.38K ﹤0.01%
356
9 10
11
12 13