ACM
Antonetti Capital Management Portfolio holdings
AUM
$64M
1-Year Return
3.84%
This Quarter Return
+5.61%
1 Year Return
+3.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$98.6M
AUM Growth
+$7.51M
(+8.2%)
Cap. Flow
+$3.23M
Cap. Flow
% of AUM
3.28%
Top 10 Holdings %
Top 10 Hldgs %
47.92%
Holding
332
New
10
Increased
59
Reduced
43
Closed
27
Top Buys
| 1 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$2.94M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$2.45M |
| 3 |
iShare MSCI Eurozone ETF
EZU
|
$1.76M |
| 4 |
iShares MSCI Japan ETF
EWJ
|
$932K |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$914K |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$3.7M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$2.92M |
| 3 |
United States Oil Fund
USO
|
$860K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$649K |
| 5 |
iShares Expanded Tech Sector ETF
IGM
|
$587K |
Sector Composition
| 1 | Industrials | 11.16% |
| 2 | Technology | 2.76% |
| 3 | Healthcare | 2.12% |
| 4 | Financials | 2.05% |
| 5 | Communication Services | 1.52% |
