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
State Street 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
51
$291K 0.32%
+2,936
52
$291K 0.32%
+4,045
53
$286K 0.31%
+28,100
54
$285K 0.31%
+2,796
55
$281K 0.31%
+1,538
56
$273K 0.3%
+7,025
57
$273K 0.3%
+9,300
58
$269K 0.3%
+6,495
59
$263K 0.29%
+2,879
60
$262K 0.29%
+4,292
61
$262K 0.29%
+5,095
62
$255K 0.28%
+5,250
63
$246K 0.27%
+18,822
64
$243K 0.27%
+4,010
65
$238K 0.26%
+1,482
66
$236K 0.26%
+7,650
67
$236K 0.26%
+3,250
68
$236K 0.26%
+4,410
69
$224K 0.25%
+6,850
70
$218K 0.24%
+9,087
71
$216K 0.24%
+2,945
72
$213K 0.23%
+7,000
73
$212K 0.23%
+1,426
74
$204K 0.22%
+3,075
75
$201K 0.22%
+1,905
1 2
3
4 5