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
276
$2.82K ﹤0.01%
40
277
$2.73K ﹤0.01%
30
278
$2.58K ﹤0.01%
35
279
$2.34K ﹤0.01%
120
+60
280
$2.33K ﹤0.01%
35
281
$2.14K ﹤0.01%
80
282
$2.12K ﹤0.01%
+10
283
$2.11K ﹤0.01%
20
284
$2.09K ﹤0.01%
127
285
$2.06K ﹤0.01%
356
286
$1.96K ﹤0.01%
1,450
-150
287
$1.91K ﹤0.01%
60
-20
288
$1.84K ﹤0.01%
1,500
289
$1.67K ﹤0.01%
+60
290
$1.58K ﹤0.01%
166
291
$1.57K ﹤0.01%
132
292
$1.4K ﹤0.01%
21
293
$1.39K ﹤0.01%
4
+3
294
$1.38K ﹤0.01%
10
295
$1.36K ﹤0.01%
400
296
$1.35K ﹤0.01%
366
297
$1.33K ﹤0.01%
39
298
$1.27K ﹤0.01%
31
+20
299
$1.23K ﹤0.01%
30
-42
300
$1.15K ﹤0.01%
105
10 11
12
13 14