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
$91.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$8.17M
3
+$5.67M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$4.44M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 11.29%
2 Technology 2.74%
3 Financials 2.54%
4 Healthcare 1.84%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$118K 0.13%
+1,200
102
$117K 0.13%
+1,043
103
$117K 0.13%
+1,043
104
$115K 0.13%
+2,390
105
$114K 0.13%
+2,290
106
$111K 0.12%
+20,500
107
$109K 0.12%
+984
108
$109K 0.12%
+2,950
109
$107K 0.12%
+1,147
110
$106K 0.12%
+2,330
111
$102K 0.11%
+1,700
112
$100K 0.11%
+1,250
113
$99K 0.11%
+2,900
114
$99K 0.11%
+1,259
115
$97K 0.11%
+5,200
116
$96K 0.11%
+1,120
117
$93K 0.1%
+3,750
118
$92K 0.1%
+2,050
119
$92K 0.1%
+13,000
120
$91K 0.1%
+2,495
121
$84K 0.09%
+797
122
$83K 0.09%
+4,813
123
$82K 0.09%
+800
124
$80K 0.09%
+2,956
125
$79K 0.09%
+5,958
3 4
5
6 7