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
126
$38K 0.03%
4
-8
127
$38K 0.03%
500
128
$37K 0.03%
960
-480
129
$36K 0.03%
989
-2,494
130
$35K 0.03%
668
131
$33K 0.03%
+750
132
$32K 0.03%
4,414
133
$31K 0.03%
265
-225
134
$30K 0.03%
1,250
-800
135
$30K 0.03%
+704
136
$30K 0.03%
1,502
-1,200
137
$29K 0.03%
697
138
$28K 0.02%
500
139
$28K 0.02%
273
140
$27K 0.02%
300
-200
141
$27K 0.02%
712
142
$26K 0.02%
791
-211
143
$25K 0.02%
883
144
$25K 0.02%
1,000
145
$24K 0.02%
1,621
146
$24K 0.02%
1,045
147
$22K 0.02%
275
148
$22K 0.02%
428
-128
149
$22K 0.02%
253
-501
150
$22K 0.02%
436
+20
4 5
6
7 8