ACM
Antonetti Capital Management Portfolio holdings
AUM
$64M
This Quarter Return
+5.4%
1 Year Return
+3.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
+$128M
(+4.1%)
Cap. Flow
-$360K
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
53.85%
Holding
438
New
17
Increased
46
Reduced
112
Closed
33
Top Buys
Top Sells
| 1 |
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
|
$1.23M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$570K |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$371K |
| 4 |
United Parcel Service
UPS
|
$316K |
| 5 |
Bank of America
BAC
|
$245K |
Sector Composition
| 1 | Technology | 12.45% |
| 2 | Industrials | 5.43% |
| 3 | Healthcare | 5.37% |
| 4 | Financials | 2.93% |
| 5 | Communication Services | 1.93% |
