ACM
Antonetti Capital Management Portfolio holdings
AUM
$64M
1-Year Return
3.84%
This Quarter Return
-2.69%
1 Year Return
+3.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
-$21.4M
(-17%)
Cap. Flow
-$17.6M
Cap. Flow
% of AUM
-16.51%
Top 10 Holdings %
Top 10 Hldgs %
60.19%
Holding
418
New
12
Increased
36
Reduced
99
Closed
58
Top Buys
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$3.23M |
| 2 |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
|
$1.09M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$1.04M |
| 4 |
SPDR Gold Trust
GLD
|
$672K |
| 5 |
Invesco Preferred ETF
PGX
|
$401K |
Top Sells
| 1 |
Apple
AAPL
|
$4.26M |
| 2 |
Invesco Senior Loan ETF
BKLN
|
$2.45M |
| 3 |
Microsoft
MSFT
|
$1.18M |
| 4 |
iShares Russell 1000 ETF
IWB
|
$925K |
| 5 |
General Motors
GM
|
$874K |
Sector Composition
| 1 | Technology | 7.88% |
| 2 | Industrials | 5.86% |
| 3 | Healthcare | 5.75% |
| 4 | Materials | 1.85% |
| 5 | Communication Services | 1.69% |
