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
51
$199K 0.17%
4,180
+280
52
$194K 0.17%
2,365
53
$193K 0.17%
16,950
-350
54
$189K 0.17%
7,613
+2,300
55
$183K 0.16%
6,902
-1,426
56
$173K 0.15%
2,010
-1,160
57
$172K 0.15%
2,137
-283
58
$163K 0.14%
1,722
59
$159K 0.14%
5,810
-1,365
60
$158K 0.14%
1,228
-363
61
$147K 0.13%
3,820
-250
62
$146K 0.13%
1,450
-411
63
$145K 0.13%
1,280
-335
64
$145K 0.13%
778
-707
65
$133K 0.12%
722
-602
66
$127K 0.11%
1,200
-327
67
$120K 0.1%
1,220
-170
68
$119K 0.1%
4,619
-515
69
$116K 0.1%
1,510
-37
70
$114K 0.1%
1,855
71
$109K 0.1%
1,800
-50
72
$103K 0.09%
1,291
-376
73
$103K 0.09%
+3,425
74
$103K 0.09%
1,055
-1,101
75
$102K 0.09%
1,275
+400
1 2
3
4 5