ACM

Advance Capital Management Portfolio holdings

AUM $2.64B
1-Year Est. Return 13.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$120M
3
+$92.7M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$87.1M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$80.1M

Top Sells

1
+$189M
2
+$74M
3
+$31.2M
4
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$17.8M
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$12.3M

Sector Composition

1 Technology 0.86%
2 Communication Services 0.37%
3 Financials 0.36%
4 Consumer Discretionary 0.3%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPMD icon
26
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17B
$5.73M 0.22%
96,776
-132,933
PGR icon
27
Progressive
PGR
$116B
$5.7M 0.22%
28,743
GLD icon
28
SPDR Gold Trust
GLD
$155B
$5.36M 0.2%
12,464
+6,520
RDVY icon
29
First Trust Rising Dividend Achievers ETF
RDVY
$21.7B
$5.01M 0.19%
73,354
-4,018
NVDA icon
30
NVIDIA
NVDA
$4.82T
$4.86M 0.18%
27,852
+757
QQQ icon
31
Invesco QQQ Trust
QQQ
$443B
$4.85M 0.18%
8,405
-241
FMB icon
32
First Trust Managed Municipal ETF
FMB
$2.01B
$4.18M 0.16%
82,571
+17,895
CGCB icon
33
Capital Group Core Bond ETF
CGCB
$4.76B
$3.84M 0.15%
146,277
-12,454
MSFT icon
34
Microsoft
MSFT
$3.08T
$3.63M 0.14%
9,805
+235
T icon
35
AT&T
T
$181B
$3.15M 0.12%
108,717
+1,704
VOO icon
36
Vanguard S&P 500 ETF
VOO
$906B
$2.94M 0.11%
4,917
+197
VUG icon
37
Vanguard Growth ETF
VUG
$35.6B
$2.76M 0.1%
37,932
-1,788
WELL icon
38
Welltower
WELL
$153B
$2.72M 0.1%
13,755
+32
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$4.67T
$2.5M 0.09%
8,704
+251
AMGN icon
40
Amgen
AMGN
$178B
$2.21M 0.08%
6,291
AMZN icon
41
Amazon
AMZN
$2.88T
$2.2M 0.08%
10,558
+188
SPYG icon
42
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$49.7B
$2.15M 0.08%
21,994
-1,779
BITB icon
43
Bitwise Bitcoin ETF
BITB
$3.01B
$2.11M 0.08%
57,352
+13,746
TSLA icon
44
Tesla
TSLA
$1.47T
$2.08M 0.08%
5,595
+151
XOM icon
45
Exxon Mobil
XOM
$635B
$2.03M 0.08%
11,989
-253
IVV icon
46
iShares Core S&P 500 ETF
IVV
$795B
$2M 0.08%
3,065
+302
SPTM icon
47
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.1B
$1.91M 0.07%
24,116
-583
ORCL icon
48
Oracle
ORCL
$494B
$1.9M 0.07%
12,904
+461
IBDU icon
49
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.7B
$1.66M 0.06%
71,213
+478
FVD icon
50
First Trust Value Line Dividend Fund
FVD
$8.16B
$1.62M 0.06%
34,509
-5,020
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