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
151
$20K 0.02%
2,100
-1,000
152
$19K 0.02%
142
153
$18K 0.02%
600
154
$17K 0.01%
400
155
$16K 0.01%
2,404
156
$16K 0.01%
484
157
$15K 0.01%
390
-600
158
$15K 0.01%
200
159
$14K 0.01%
368
160
$13K 0.01%
236
161
$13K 0.01%
422
-1
162
$12K 0.01%
120
163
$12K 0.01%
100
164
$11K 0.01%
+100
165
$11K 0.01%
2
166
$10K 0.01%
237
167
$10K 0.01%
+287
168
$10K 0.01%
1,000
169
$9K 0.01%
100
170
$9K 0.01%
225
-1,024
171
$9K 0.01%
286
172
$9K 0.01%
+300
173
$9K 0.01%
+79
174
$8K 0.01%
210
175
$7K 0.01%
540
5 6
7
8 9