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
$110M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.35M
3
+$1.09M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$873K
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$837K

Top Sells

1
+$1.11M
2
+$399K
3
+$346K
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$345K
5
VZ icon
Verizon
VZ
+$345K

Sector Composition

1 Industrials 10.51%
2 Technology 2.08%
3 Healthcare 1.81%
4 Consumer Discretionary 0.86%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$45K 0.04%
800
-900
127
$44K 0.04%
200
-150
128
$43K 0.04%
337
129
$42K 0.04%
975
-300
130
$42K 0.04%
417
-730
131
$41K 0.04%
990
-600
132
$40K 0.04%
348
133
$40K 0.04%
2,000
134
$39K 0.04%
336
-130
135
$39K 0.04%
815
-825
136
$38K 0.03%
250
137
$38K 0.03%
1,649
-48,024
138
$37K 0.03%
559
139
$37K 0.03%
3,852
140
$36K 0.03%
730
-360
141
$35K 0.03%
500
142
$34K 0.03%
1,022
-1,300
143
$34K 0.03%
1,285
-2,185
144
$34K 0.03%
1,600
-400
145
$32K 0.03%
+4,414
146
$32K 0.03%
420
147
$32K 0.03%
697
148
$30K 0.03%
998
149
$30K 0.03%
1,002
150
$30K 0.03%
712
4 5
6
7 8