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
201
$13.6K 0.02%
126
202
$13.1K 0.02%
219
203
$13K 0.02%
800
204
$12.8K 0.02%
150
205
$12.6K 0.02%
200
+100
206
$12.6K 0.02%
950
207
$12.4K 0.02%
300
208
$11.7K 0.02%
600
209
$11.3K 0.02%
188
210
$11.1K 0.02%
368
211
$10.8K 0.02%
270
212
$10.8K 0.02%
200
213
$10.5K 0.02%
+128
214
$10.5K 0.02%
95
215
$10.5K 0.02%
105
216
$10.4K 0.02%
91
217
$10.4K 0.02%
50
218
$10.2K 0.01%
500
219
$10.1K 0.01%
75
220
$9.96K 0.01%
48
+12
221
$9.72K 0.01%
100
222
$9.58K 0.01%
400
223
$9.46K 0.01%
108
-47
224
$9.31K 0.01%
200
225
$9.05K 0.01%
124
7 8
9
10 11