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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.3M
3
+$9.18M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$7.15M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.03%
2 Healthcare 5.42%
3 Industrials 5.36%
4 Financials 3.23%
5 Communication Services 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 9.67%
+446,948
2
$11.3M 9.21%
+110,983
3
$9.18M 7.48%
+64,842
4
$7.15M 5.83%
+70,185
5
$5.6M 4.57%
+48,635
6
$5.01M 4.08%
+38,480
7
$4.54M 3.7%
+41,986
8
$4.36M 3.55%
+23,941
9
$4.07M 3.32%
+28,187
10
$3.2M 2.61%
+46,460
11
$2.75M 2.24%
+21,613
12
$2.34M 1.91%
+105,852
13
$2.29M 1.87%
+22,492
14
$1.74M 1.42%
+6,165
15
$1.51M 1.23%
+38,950
16
$1.48M 1.21%
+211,387
17
$1.38M 1.12%
+230,318
18
$1.33M 1.09%
+8,144
19
$1.33M 1.09%
+42,593
20
$1.32M 1.07%
+15,272
21
$1.23M 1%
+12,210
22
$1.12M 0.92%
+17,578
23
$881K 0.72%
+8,166
24
$846K 0.69%
+3,499
25
$821K 0.67%
+6,182
1
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