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
$68.9M
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.04M
3
+$897K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$230K
5
GLD icon
SPDR Gold Trust
GLD
+$177K

Top Sells

1
+$4.67M
2
+$4.03M
3
+$1.07M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$340K
5
MSFT icon
Microsoft
MSFT
+$241K

Sector Composition

1 Industrials 8.35%
2 Technology 7.8%
3 Healthcare 6.47%
4 Materials 2.54%
5 Energy 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$79.3K 0.12%
792
77
$79K 0.11%
872
78
$77.4K 0.11%
3,500
-7,100
79
$74.2K 0.11%
325
+25
80
$72.3K 0.1%
175
-7
81
$68K 0.1%
1,300
82
$63.9K 0.09%
2,466
83
$63.3K 0.09%
310
84
$61.3K 0.09%
635
-85
85
$59.9K 0.09%
300
86
$59.8K 0.09%
782
87
$59.4K 0.09%
800
+500
88
$59K 0.09%
600
89
$58.1K 0.08%
560
-260
90
$57.5K 0.08%
+4,700
91
$57.3K 0.08%
755
+220
92
$54.4K 0.08%
179
93
$53.7K 0.08%
1,800
+500
94
$53.6K 0.08%
1,679
-5
95
$53.5K 0.08%
689
96
$53K 0.08%
250
97
$52.9K 0.08%
760
98
$52K 0.08%
3,447
-121
99
$51.7K 0.08%
180
100
$51.3K 0.07%
735
+2
2 3
4
5 6