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 8.34%
2 Technology 7.8%
3 Healthcare 6.48%
4 Materials 2.54%
5 Energy 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$34.5K 0.05%
3,293
+8
127
$34.4K 0.05%
982
128
$34.3K 0.05%
200
129
$34.2K 0.05%
748
130
$34.1K 0.05%
2,840
+32
131
$33.3K 0.05%
273
-24
132
$33.3K 0.05%
2,083
133
$31.9K 0.05%
175
-175
134
$30.9K 0.04%
125
135
$30.8K 0.04%
500
136
$30.6K 0.04%
+2,000
137
$30.3K 0.04%
600
138
$30.2K 0.04%
26
-11
139
$29.9K 0.04%
2,000
140
$29.6K 0.04%
354
141
$29.5K 0.04%
600
142
$29.4K 0.04%
8,500
-20,810
143
$29K 0.04%
830
144
$28.8K 0.04%
570
145
$27.6K 0.04%
275
146
$27.4K 0.04%
325
147
$26.9K 0.04%
900
148
$26.7K 0.04%
380
149
$26.3K 0.04%
115
150
$25.4K 0.04%
336
-66
4 5
6
7 8