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
State Street 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
176
$33K 0.04%
+750
177
$33K 0.04%
+500
178
$33K 0.04%
+921
179
$32K 0.04%
+337
180
$31K 0.03%
+1,000
181
$31K 0.03%
+1,110
182
$31K 0.03%
+1,000
183
$31K 0.03%
+500
184
$30K 0.03%
+3,852
185
$30K 0.03%
+1,200
186
$29K 0.03%
+968
187
$28K 0.03%
+978
188
$28K 0.03%
+500
189
$27K 0.03%
+325
190
$27K 0.03%
+420
191
$27K 0.03%
+120
192
$27K 0.03%
+400
193
$27K 0.03%
+697
194
$26K 0.03%
+500
195
$26K 0.03%
+559
196
$26K 0.03%
+863
197
$26K 0.03%
+600
198
$26K 0.03%
+668
199
$26K 0.03%
+2,000
200
$25K 0.03%
+500
6 7
8
9 10