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 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$25K 0.03%
+712
202
$25K 0.03%
+900
203
$25K 0.03%
+300
204
$24K 0.03%
+998
205
$24K 0.03%
+500
206
$24K 0.03%
+880
207
$23K 0.03%
+5,600
208
$23K 0.03%
+300
209
$23K 0.03%
+1,000
210
$22K 0.02%
+498
211
$22K 0.02%
+12,500
212
$22K 0.02%
+18
213
$21K 0.02%
+600
214
$21K 0.02%
+1,407
215
$20K 0.02%
+300
216
$18K 0.02%
+600
217
$18K 0.02%
+200
218
$18K 0.02%
+5
219
$17K 0.02%
+200
220
$17K 0.02%
+416
221
$16K 0.02%
+142
222
$15K 0.02%
+4,340
223
$14K 0.02%
+200
224
$14K 0.02%
+300
225
$13K 0.01%
+114
7 8
9
10 11