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
$68.9M
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.04M
3
+$897K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$230K
5
GLD icon
SPDR Gold Trust
GLD
+$177K

Top Sells

1
+$4.67M
2
+$4.03M
3
+$1.07M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$340K
5
MSFT icon
Microsoft
MSFT
+$241K

Sector Composition

1 Industrials 8.34%
2 Technology 7.8%
3 Healthcare 6.48%
4 Materials 2.54%
5 Energy 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$18.4K 0.03%
200
177
$17.9K 0.03%
250
178
$17.7K 0.03%
400
179
$17.6K 0.03%
390
180
$17.4K 0.03%
524
181
$17.3K 0.03%
300
182
$17K 0.02%
332
183
$16.9K 0.02%
405
+1
184
$16.8K 0.02%
600
185
$16.8K 0.02%
400
186
$16.6K 0.02%
200
187
$16.3K 0.02%
200
188
$16.3K 0.02%
340
189
$16.2K 0.02%
2,500
190
$15.8K 0.02%
511
191
$15.6K 0.02%
350
192
$15.6K 0.02%
105
193
$15K 0.02%
1,100
194
$14.9K 0.02%
400
195
$14.4K 0.02%
+400
196
$14.2K 0.02%
304
197
$14.1K 0.02%
300
-200
198
$13.9K 0.02%
200
199
$13.8K 0.02%
575
-1,025
200
$13.7K 0.02%
+500
6 7
8
9 10