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
$91.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$8.17M
3
+$5.67M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$4.44M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 11.29%
2 Technology 2.74%
3 Financials 2.54%
4 Healthcare 1.84%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$58K 0.06%
+2,200
152
$58K 0.06%
+573
153
$56K 0.06%
+1,250
154
$55K 0.06%
+649
155
$55K 0.06%
+945
156
$54K 0.06%
+1,020
157
$53K 0.06%
+1,090
158
$52K 0.06%
+1,275
159
$51K 0.06%
+1,100
160
$50K 0.05%
+1,939
161
$47K 0.05%
+1,700
162
$47K 0.05%
+1,440
163
$46K 0.05%
+1,771
164
$43K 0.05%
+1,100
165
$42K 0.05%
+389
166
$41K 0.05%
+2,000
167
$41K 0.05%
+43
168
$40K 0.04%
+1,000
169
$39K 0.04%
+1,002
170
$39K 0.04%
+2,000
171
$38K 0.04%
+250
172
$36K 0.04%
+1,448
173
$36K 0.04%
+3,600
174
$34K 0.04%
+700
175
$34K 0.04%
+700
5 6
7
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