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
$68.9M
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.04M
3
+$897K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$230K
5
GLD icon
SPDR Gold Trust
GLD
+$177K

Top Sells

1
+$4.67M
2
+$4.03M
3
+$1.07M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$340K
5
MSFT icon
Microsoft
MSFT
+$241K

Sector Composition

1 Industrials 8.34%
2 Technology 7.8%
3 Healthcare 6.48%
4 Materials 2.54%
5 Energy 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.59K 0.01%
360
-1,515
252
$5.52K 0.01%
140
253
$5.48K 0.01%
27
254
$5.14K 0.01%
92
255
$5.08K 0.01%
+11
256
$4.96K 0.01%
200
+80
257
$4.88K 0.01%
+50
258
$4.78K 0.01%
100
259
$4.59K 0.01%
2,835
+400
260
$4.39K 0.01%
200
261
$4.07K 0.01%
229
262
$4.03K 0.01%
50
263
$3.99K 0.01%
36
-2
264
$3.96K 0.01%
+100
265
$3.9K 0.01%
200
266
$3.83K 0.01%
99
267
$3.78K 0.01%
200
268
$3.76K 0.01%
40
269
$3.5K 0.01%
240
270
$3.43K 0.01%
50
271
$3.36K ﹤0.01%
+26
272
$3.34K ﹤0.01%
175
273
$3.29K ﹤0.01%
1,200
274
$3.29K ﹤0.01%
40
275
$3.23K ﹤0.01%
214
9 10
11
12 13