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 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7K 0.01%
100
-100
177
$7K 0.01%
65
178
$6K 0.01%
257
-1,028
179
$5K ﹤0.01%
125
-850
180
$5K ﹤0.01%
52
181
$5K ﹤0.01%
120
182
$4K ﹤0.01%
454
-105
183
$4K ﹤0.01%
122
-900
184
$4K ﹤0.01%
50
185
$4K ﹤0.01%
144
-56
186
$4K ﹤0.01%
260
+110
187
$4K ﹤0.01%
+200
188
$4K ﹤0.01%
100
189
$4K ﹤0.01%
494
-1,545
190
$4K ﹤0.01%
100
191
$4K ﹤0.01%
50
-103
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$4K ﹤0.01%
50
193
$4K ﹤0.01%
400
194
$3K ﹤0.01%
135
195
$3K ﹤0.01%
53
196
$3K ﹤0.01%
25
197
$3K ﹤0.01%
35
-770
198
$3K ﹤0.01%
200
199
$3K ﹤0.01%
+200
200
$3K ﹤0.01%
16
6 7
8
9 10