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
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 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.26M 10.17%
+240,516
2
$8.17M 8.98%
+94,516
3
$5.67M 6.23%
+99,041
4
$4.44M 4.88%
+37,507
5
$3.7M 4.06%
+32,537
6
$2.89M 3.18%
+42,098
7
$2.29M 2.52%
+62,876
8
$2.17M 2.38%
+70,826
9
$1.91M 2.1%
+58,847
10
$1.82M 2%
+38,300
11
$1.8M 1.98%
+105,574
12
$1.77M 1.95%
+16,206
13
$1.73M 1.9%
+22,080
14
$1.71M 1.88%
+55,948
15
$1.69M 1.86%
+29,990
16
$1.59M 1.74%
+52,584
17
$1.31M 1.44%
+30,955
18
$1.12M 1.23%
+28,215
19
$1.09M 1.2%
+28,158
20
$1.02M 1.12%
+19,486
21
$995K 1.09%
+28,182
22
$984K 1.08%
+69,468
23
$968K 1.06%
+41,885
24
$957K 1.05%
+50,305
25
$925K 1.02%
+19,349
1
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