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
151
$26.1K 0.04%
982
152
$26K 0.04%
261
153
$25.5K 0.03%
1,950
+400
154
$25.5K 0.03%
325
155
$25.4K 0.03%
400
156
$25K 0.03%
550
157
$24.7K 0.03%
660
158
$24.3K 0.03%
570
159
$23.4K 0.03%
200
160
$23.1K 0.03%
151
161
$22.7K 0.03%
250
162
$22.6K 0.03%
500
+100
163
$22.6K 0.03%
500
-300
164
$22.6K 0.03%
525
165
$22.6K 0.03%
300
166
$20.9K 0.03%
1,875
+1,400
167
$20.8K 0.03%
1,048
+2
168
$20.8K 0.03%
1,338
169
$20.7K 0.03%
100
-140
170
$20.6K 0.03%
270
171
$19.9K 0.03%
200
172
$19.8K 0.03%
394
173
$19.4K 0.03%
250
-100
174
$18.8K 0.03%
200
175
$18.5K 0.03%
+500
5 6
7
8 9