ACM
Antonetti Capital Management Portfolio holdings
AUM
$64M
1-Year Est. Return
3.84%
1 Year Est. Return
+3.84%
AUM
$64M
AUM Growth
-$5.43M
(-7.8%)
Holding
355
Top Buys
| 1 | +$954K | |
| 2 | +$196K | |
| 3 | +$182K | |
| 4 |
RTX Corp
RTX
|
+$176K |
| 5 |
Altria Group
MO
|
+$106K |
Top Sells
| 1 | +$1.35M | |
| 2 | +$294K | |
| 3 | +$237K | |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$215K |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$203K |
Sector Composition
| 1 | Industrials | 7.89% |
| 2 | Healthcare | 7.28% |
| 3 | Technology | 6.49% |
| 4 | Materials | 3.25% |
| 5 | Energy | 2.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Stellantis
STLA
$34.2B
| – | – |
-100
|
|
||
352
US Bancorp
USB
$79.9B
| – | – |
-400
|
|
||
353
Zimmer Biomet
ZBH
$18.5B
| – | – |
-26
|
|
||
|
SURF
354
DELISTED
Surface Oncology, Inc. Common Stock
SURF
| – | – |
-1,200
|
|
||
|
LAC
355
DELISTED
Lithium Americas Corp. Common Shares
LAC
| – | – |
-400
|
|