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
Energy Select Sector SPDR Fund
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
1
$9.07M 7.91%
93,096
2
$7.36M 6.42%
179,344
-81,083
3
$6.83M 5.97%
220,706
+28,176
4
$6.78M 5.92%
160,383
+28,635
5
$5.42M 4.73%
176,169
+23,196
6
$3.99M 3.48%
68,230
+10,536
7
$3.79M 3.31%
83,613
+35,465
8
$3.76M 3.28%
95,256
+23,281
9
$3.72M 3.25%
189,726
+31,697
10
$3.7M 3.23%
55,039
-40,788
11
$3.46M 3.02%
67,619
+9,485
12
$3.41M 2.97%
48,263
+3,379
13
$3.06M 2.67%
74,296
+32,867
14
$3.06M 2.67%
36,181
+31,918
15
$2.96M 2.59%
45,818
-86
16
$2.92M 2.55%
80,391
-28,479
17
$2.52M 2.2%
91,505
+5,325
18
$2.45M 2.14%
13,000
-4,725
19
$2.19M 1.91%
50,820
+11,402
20
$2.17M 1.89%
41,112
+11,874
21
$2.15M 1.87%
+94,216
22
$1.88M 1.64%
32,245
-6,888
23
$1.75M 1.52%
15,683
+139
24
$1.55M 1.36%
12,567
+12,231
25
$1.45M 1.27%
26,398
+3,688
1
2 3 4 5