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 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
100
-218
202
$3K ﹤0.01%
300
203
$3K ﹤0.01%
63
204
$2K ﹤0.01%
20
205
$2K ﹤0.01%
40
206
$2K ﹤0.01%
14
207
$2K ﹤0.01%
25
208
$2K ﹤0.01%
100
209
$2K ﹤0.01%
30
210
$2K ﹤0.01%
25
211
$2K ﹤0.01%
35
212
$2K ﹤0.01%
100
213
$2K ﹤0.01%
35
214
$2K ﹤0.01%
51
215
$2K ﹤0.01%
+328
216
$1K ﹤0.01%
+10
217
$1K ﹤0.01%
52
218
$1K ﹤0.01%
135
219
$1K ﹤0.01%
15
220
$1K ﹤0.01%
25
221
$1K ﹤0.01%
+11
222
$1K ﹤0.01%
+8
223
$1K ﹤0.01%
57
224
$1K ﹤0.01%
+10
225
$1K ﹤0.01%
+15
7 8
9
10 11