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
101
$50.9K 0.07%
4,200
-1,500
102
$49.8K 0.07%
+1,400
103
$49K 0.07%
1,000
+300
104
$48.5K 0.07%
349
105
$48.1K 0.07%
485
106
$45.7K 0.07%
750
+30
107
$44.3K 0.06%
1,471
+26
108
$43.4K 0.06%
800
109
$43.4K 0.06%
1,700
110
$42.9K 0.06%
150
111
$42.6K 0.06%
3,646
+60
112
$41.8K 0.06%
1,461
+982
113
$41.5K 0.06%
1,087
+400
114
$41K 0.06%
227
+59
115
$40.1K 0.06%
4,750
+3,050
116
$40K 0.06%
+1,700
117
$39K 0.06%
375
118
$38.8K 0.06%
203
-20
119
$37.4K 0.05%
450
120
$36.7K 0.05%
481
-135
121
$36.5K 0.05%
150
122
$36.2K 0.05%
534
123
$35.8K 0.05%
1,049
+524
124
$35.4K 0.05%
155
125
$34.6K 0.05%
912
3 4
5
6 7