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
$73.1M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$230K
3
+$181K
4
AMZN icon
Amazon
AMZN
+$178K
5
PBR icon
Petrobras
PBR
+$134K

Top Sells

1
+$5.58M
2
+$2.8M
3
+$2.05M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.61M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$892K

Sector Composition

1 Industrials 7.26%
2 Technology 6.3%
3 Healthcare 6.24%
4 Materials 2.43%
5 Energy 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$33.1K 0.05%
1,251
+550
127
$33K 0.05%
150
128
$33K 0.05%
700
-400
129
$32.2K 0.04%
616
130
$32.1K 0.04%
600
131
$31.9K 0.04%
912
132
$31.8K 0.04%
125
133
$31.4K 0.04%
200
134
$31.1K 0.04%
402
135
$30.9K 0.04%
748
136
$30.6K 0.04%
354
137
$29.9K 0.04%
600
138
$29K 0.04%
+1,684
139
$28.9K 0.04%
2,000
140
$28K 0.04%
300
-200
141
$27.9K 0.04%
900
142
$27.5K 0.04%
115
143
$27.4K 0.04%
600
144
$27.3K 0.04%
830
-10
145
$27.2K 0.04%
275
146
$27K 0.04%
380
147
$26.9K 0.04%
864
148
$26.9K 0.04%
687
149
$26.8K 0.04%
155
150
$26.4K 0.04%
534
4 5
6
7 8