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
$91.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$8.17M
3
+$5.67M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$4.44M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 11.29%
2 Technology 2.74%
3 Financials 2.54%
4 Healthcare 1.84%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$898K 0.99%
+72,384
27
$860K 0.94%
+3,145
28
$858K 0.94%
+19,117
29
$678K 0.74%
+15,756
30
$640K 0.7%
+12,793
31
$584K 0.64%
+11,600
32
$575K 0.63%
+6,331
33
$571K 0.63%
+14,543
34
$490K 0.54%
+18,900
35
$465K 0.51%
+4,133
36
$433K 0.48%
+11,652
37
$415K 0.46%
+16,950
38
$410K 0.45%
+15,325
39
$401K 0.44%
+3,816
40
$390K 0.43%
+4,781
41
$383K 0.42%
+4,085
42
$368K 0.4%
+12,200
43
$353K 0.39%
+3,878
44
$351K 0.39%
+3,232
45
$328K 0.36%
+3,243
46
$326K 0.36%
+7,224
47
$325K 0.36%
+3,036
48
$325K 0.36%
+30
49
$312K 0.34%
+3,697
50
$310K 0.34%
+1,924
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