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
76
$10K 0.02%
100
77
$9K 0.02%
238
-246
78
$9K 0.02%
286
79
$8K 0.01%
66
-337
80
$8K 0.01%
217
+5
81
$8K 0.01%
200
-4,785
82
$8K 0.01%
+238
83
$7K 0.01%
350
-123,055
84
$6K 0.01%
55
-2,413
85
$5K 0.01%
201
-842
86
$5K 0.01%
52
87
$4K 0.01%
144
88
$4K 0.01%
105
89
$4K 0.01%
100
-6,750
90
$4K 0.01%
100
-22,200
91
$4K 0.01%
400
92
$3K 0.01%
40
-6,925
93
$3K 0.01%
200
94
$3K 0.01%
16
95
$3K 0.01%
50
96
$2K ﹤0.01%
110
-150
97
$2K ﹤0.01%
100
98
$2K ﹤0.01%
100
99
$2K ﹤0.01%
300
100
$2K ﹤0.01%
+221
2 3
4
5 6