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
151
$29K 0.03%
950
-2,950
152
$28K 0.03%
273
-300
153
$28K 0.03%
3,100
-500
154
$27K 0.02%
1,621
+324
155
$27K 0.02%
500
156
$27K 0.02%
556
-32
157
$27K 0.02%
668
158
$26K 0.02%
500
-200
159
$25K 0.02%
500
-750
160
$25K 0.02%
883
+80
161
$25K 0.02%
+1,000
162
$24K 0.02%
1,000
-1,437
163
$24K 0.02%
1,045
164
$24K 0.02%
575
-975
165
$23K 0.02%
275
-550
166
$22K 0.02%
1,980
-3,750
167
$20K 0.02%
600
-2,300
168
$19K 0.02%
416
169
$19K 0.02%
142
170
$17K 0.02%
400
-2,500
171
$15K 0.01%
2,404
172
$15K 0.01%
300
-300
173
$15K 0.01%
+191
174
$15K 0.01%
+161
175
$15K 0.01%
484
5 6
7
8 9