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
$115M
AUM Growth
+$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.15M
3
+$1.61M
4
GLD icon
SPDR Gold Trust
GLD
+$1.51M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$1.35M

Top Sells

1
+$3.33M
2
+$2.74M
3
+$1.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$889K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$422K

Sector Composition

1 Industrials 9.01%
2 Technology 1.81%
3 Healthcare 1.66%
4 Consumer Discretionary 0.72%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 1.22%
15,728
-4,734
27
$1.33M 1.16%
69,216
+4,536
28
$1.17M 1.02%
24,375
-8,021
29
$1.17M 1.02%
11,554
+4,953
30
$1.15M 1.01%
9,290
-921
31
$1.04M 0.91%
21,424
+1,875
32
$938K 0.82%
23,122
-5,400
33
$893K 0.78%
84,940
+4,812
34
$883K 0.77%
17,406
-4,796
35
$523K 0.46%
21,800
36
$398K 0.35%
3,746
+1,328
37
$395K 0.34%
16,750
38
$388K 0.34%
5,275
-100
39
$350K 0.31%
4,770
-225
40
$344K 0.3%
3,213
41
$342K 0.3%
4,410
42
$331K 0.29%
21,834
-6,438
43
$308K 0.27%
1,885
-512
44
$306K 0.27%
7,389
+437
45
$287K 0.25%
2,468
-25
46
$258K 0.23%
7,025
-650
47
$252K 0.22%
7,650
48
$251K 0.22%
6,850
49
$206K 0.18%
4,985
-100
50
$203K 0.18%
2,579
-505
1
2
3 4 5