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
$128M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$651K
3
+$645K
4
PGX icon
Invesco Preferred ETF
PGX
+$543K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$494K

Top Sells

1
+$1.23M
2
+$570K
3
+$371K
4
UPS icon
United Parcel Service
UPS
+$316K
5
BAC icon
Bank of America
BAC
+$245K

Sector Composition

1 Technology 12.45%
2 Industrials 5.43%
3 Healthcare 5.37%
4 Financials 2.93%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
500
352
$3K ﹤0.01%
240
353
$3K ﹤0.01%
+250
354
$3K ﹤0.01%
232
355
$3K ﹤0.01%
73
356
$3K ﹤0.01%
1,200
357
$3K ﹤0.01%
200
-375
358
$3K ﹤0.01%
100
+11
359
$3K ﹤0.01%
700
360
$3K ﹤0.01%
194
361
$2K ﹤0.01%
57
362
$2K ﹤0.01%
33
363
$2K ﹤0.01%
56
364
$2K ﹤0.01%
166
365
$2K ﹤0.01%
105
-20
366
$2K ﹤0.01%
127
367
$2K ﹤0.01%
132
368
$2K ﹤0.01%
50
369
$2K ﹤0.01%
186
370
$2K ﹤0.01%
400
371
$2K ﹤0.01%
500
372
$2K ﹤0.01%
+20
373
$2K ﹤0.01%
+10
374
$2K ﹤0.01%
550
375
$2K ﹤0.01%
56
13 14
15
16 17