ACM

Antonetti Capital Management Portfolio holdings

AUM $64M
1-Year Est. Return 3.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$64M
AUM Growth
-$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$209K
3
+$199K
4
RWM icon
ProShares Short Russell2000
RWM
+$186K
5
MO icon
Altria Group
MO
+$110K

Top Sells

1
+$1.44M
2
+$310K
3
+$242K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$217K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$209K

Sector Composition

1 Industrials 7.89%
2 Healthcare 7.28%
3 Technology 6.49%
4 Materials 3.25%
5 Energy 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEL
126
DELISTED
American Equity Investment Life Holding Company
AEL
$32.2K 0.05%
600
CLDT
127
Chatham Lodging
CLDT
$377M
$31.9K 0.05%
3,312
+10
CAT icon
128
Caterpillar
CAT
$323B
$31.7K 0.05%
116
+1
NET icon
129
Cloudflare
NET
$68.1B
$31.5K 0.05%
500
EXC icon
130
Exelon
EXC
$50.4B
$30.4K 0.05%
805
+400
PEP icon
131
PepsiCo
PEP
$216B
$29.7K 0.05%
175
KSS icon
132
Kohl's
KSS
$1.69B
$29.3K 0.05%
1,400
CSX icon
133
CSX Corp
CSX
$74.9B
$27.7K 0.04%
900
FXE icon
134
Invesco CurrencyShares Euro Currency Trust
FXE
$460M
$26.9K 0.04%
275
OTIS icon
135
Otis Worldwide
OTIS
$34.5B
$26.1K 0.04%
325
NVS icon
136
Novartis
NVS
$305B
$25.5K 0.04%
250
RXO icon
137
RXO
RXO
$2.26B
$25.3K 0.04%
1,283
XLE icon
138
State Street Energy Select Sector SPDR ETF
XLE
$38.5B
$25.3K 0.04%
560
+160
IJH icon
139
iShares Core S&P Mid-Cap ETF
IJH
$107B
$25K 0.04%
500
IGSB icon
140
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$24.9K 0.04%
500
-100
DOC
141
DELISTED
PHYSICIANS REALTY TRUST
DOC
$24.4K 0.04%
2,000
TFC icon
142
Truist Financial
TFC
$58.6B
$24.3K 0.04%
849
-200
PLTR icon
143
Palantir
PLTR
$377B
$24K 0.04%
1,500
-100
FXY icon
144
Invesco CurrencyShares Japanese Yen Trust
FXY
$489M
$23.6K 0.04%
380
SEDG icon
145
SolarEdge
SEDG
$2.08B
$23.2K 0.04%
179
SRE icon
146
Sempra
SRE
$60.7B
$23K 0.04%
336
VCSH icon
147
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
$22.5K 0.04%
300
PD icon
148
PagerDuty
PD
$722M
$22.1K 0.03%
982
VIXY icon
149
ProShares VIX Short-Term Futures ETF
VIXY
$80.8M
$21.1K 0.03%
227
SPH icon
150
Suburban Propane Partners
SPH
$1.35B
$20.9K 0.03%
1,300
4 5
6
7 8