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
$73.1M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$230K
3
+$181K
4
AMZN icon
Amazon
AMZN
+$178K
5
PBR icon
Petrobras
PBR
+$134K

Top Sells

1
+$5.58M
2
+$2.8M
3
+$2.05M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.61M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$892K

Sector Composition

1 Industrials 7.26%
2 Technology 6.3%
3 Healthcare 6.24%
4 Materials 2.43%
5 Energy 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$432K 0.59%
1,180
-200
27
$417K 0.57%
583,277
+62,884
28
$406K 0.56%
4,839
+2,119
29
$366K 0.5%
3,509
-1,396
30
$360K 0.49%
4,302
31
$359K 0.49%
19,518
-770
32
$358K 0.49%
4,976
-196
33
$340K 0.47%
3,068
-200
34
$340K 0.47%
6,880
-5,550
35
$338K 0.46%
3,933
-1,055
36
$317K 0.43%
1,796
-149
37
$300K 0.41%
566
-4
38
$253K 0.35%
965
-790
39
$245K 0.34%
10,943
-8,955
40
$233K 0.32%
10,600
-500
41
$231K 0.32%
34,700
+1,300
42
$231K 0.32%
2,288
-233
43
$202K 0.28%
8,370
-2,000
44
$193K 0.26%
2,180
-40
45
$182K 0.25%
2,955
+2,945
46
$180K 0.25%
4,562
-300
47
$178K 0.24%
858
+1
48
$176K 0.24%
14,857
-400
49
$174K 0.24%
1,300
-200
50
$174K 0.24%
9,638
-2,600
1
2
3 4 5