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
$57.1M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$147K
2
+$60K
3
+$47.5K
4
LBTYK icon
Liberty Global Class C
LBTYK
+$44K
5
FWONK icon
Liberty Media Series C
FWONK
+$27K

Top Sells

1
+$7.31M
2
+$5.47M
3
+$3.63M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.02M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.87M

Sector Composition

1 Industrials 16.1%
2 Technology 2.02%
3 Healthcare 1.4%
4 Communication Services 0.79%
5 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$50K 0.09%
2,951
-600
52
$49K 0.09%
450
-850
53
$44K 0.08%
+1,320
54
$44K 0.08%
915
55
$43K 0.08%
353
-6,920
56
$43K 0.08%
1,448
57
$43K 0.08%
500
58
$42K 0.07%
1,172
59
$40K 0.07%
2,000
60
$40K 0.07%
1,068
+356
61
$39K 0.07%
1,119
-850
62
$38K 0.07%
700
-25
63
$32K 0.06%
750
64
$27K 0.05%
+1,069
65
$27K 0.05%
273
66
$27K 0.05%
243
67
$25K 0.04%
1,000
68
$23K 0.04%
428
69
$21K 0.04%
208
-11,146
70
$20K 0.04%
142
71
$15K 0.03%
230
-83,880
72
$15K 0.03%
84
-313
73
$15K 0.03%
+432
74
$13K 0.02%
150
-103
75
$13K 0.02%
356
-341
1 2
3
4 5