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
$110M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.35M
3
+$1.09M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$873K
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$837K

Top Sells

1
+$1.11M
2
+$399K
3
+$346K
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$345K
5
VZ icon
Verizon
VZ
+$345K

Sector Composition

1 Industrials 10.51%
2 Technology 2.08%
3 Healthcare 1.81%
4 Consumer Discretionary 0.86%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$237K 0.22%
1,324
-418
52
$231K 0.21%
944
53
$229K 0.21%
3,084
-1,508
54
$221K 0.2%
8,328
-6,997
55
$214K 0.19%
7,175
-675
56
$212K 0.19%
5,085
-825
57
$209K 0.19%
2,156
-1,405
58
$201K 0.18%
1,591
59
$197K 0.18%
2,420
-880
60
$192K 0.17%
3,900
-7,000
61
$189K 0.17%
1,615
-1,264
62
$186K 0.17%
1,861
63
$184K 0.17%
17,300
64
$178K 0.16%
2,365
-225
65
$172K 0.16%
3,250
-3,570
66
$169K 0.15%
3,145
-1,950
67
$167K 0.15%
1,795
-1,455
68
$165K 0.15%
1,527
69
$160K 0.15%
1,722
-3,723
70
$156K 0.14%
4,070
-1,375
71
$156K 0.14%
2,210
-1,875
72
$146K 0.13%
2,495
-3,155
73
$140K 0.13%
3,483
-5,817
74
$137K 0.12%
1,200
75
$137K 0.12%
2,930
-1,155
1 2
3
4 5