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
$115M
AUM Growth
+$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.15M
3
+$1.61M
4
GLD icon
SPDR Gold Trust
GLD
+$1.51M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$1.35M

Top Sells

1
+$3.33M
2
+$2.74M
3
+$1.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$889K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$422K

Sector Composition

1 Industrials 9.01%
2 Technology 1.81%
3 Healthcare 1.66%
4 Consumer Discretionary 0.72%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$64K 0.06%
1,094
-255
102
$63K 0.06%
500
103
$63K 0.06%
+1,723
104
$62K 0.05%
2,600
-200
105
$60K 0.05%
729
106
$59K 0.05%
2,200
107
$55K 0.05%
443
-100
108
$54K 0.05%
486
109
$54K 0.05%
464
+116
110
$52K 0.05%
43
111
$52K 0.05%
900
-1,595
112
$50K 0.04%
200
113
$49K 0.04%
1,000
114
$48K 0.04%
800
115
$47K 0.04%
+1,150
116
$46K 0.04%
1,800
-660
117
$45K 0.04%
1,075
-1,640
118
$45K 0.04%
2,000
119
$44K 0.04%
+1,172
120
$44K 0.04%
417
121
$44K 0.04%
1,448
122
$42K 0.04%
250
123
$41K 0.04%
1,649
124
$40K 0.03%
495
+75
125
$38K 0.03%
455
-3,390
3 4
5
6 7