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
$73.1M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$230K
3
+$181K
4
AMZN icon
Amazon
AMZN
+$178K
5
PBR icon
Petrobras
PBR
+$134K

Top Sells

1
+$5.58M
2
+$2.8M
3
+$2.05M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.61M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$892K

Sector Composition

1 Industrials 7.26%
2 Technology 6.3%
3 Healthcare 6.24%
4 Materials 2.43%
5 Energy 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$171K 0.23%
3,343
-297
52
$171K 0.23%
950
-280
53
$139K 0.19%
13,070
+12,620
54
$135K 0.19%
278
55
$131K 0.18%
29,310
-1,700
56
$130K 0.18%
420
-5
57
$129K 0.18%
678
+61
58
$128K 0.18%
2,801
+131
59
$124K 0.17%
820
60
$115K 0.16%
1,050
61
$112K 0.15%
355
-5
62
$111K 0.15%
1,750
63
$107K 0.15%
3,428
-263
64
$102K 0.14%
4,213
+1,960
65
$102K 0.14%
425
-125
66
$98.8K 0.14%
375
67
$96.1K 0.13%
1,525
-180
68
$92.2K 0.13%
1,950
-300
69
$89.6K 0.12%
885
-110
70
$88.2K 0.12%
2,521
+202
71
$87.5K 0.12%
793
72
$85.5K 0.12%
4,415
-1,400
73
$81.9K 0.11%
335
74
$81.3K 0.11%
1,500
75
$79.7K 0.11%
400
1 2
3
4 5