ACM

Advance Capital Management Portfolio holdings

AUM $2.3B
1-Year Est. Return 12.03%
This Quarter Est. Return
1 Year Est. Return
+12.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$755M
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$75.2M
2
+$14.2M
3
+$5.16M
4
DSEP icon
FT Vest US Equity Deep Buffer ETF September
DSEP
+$4.39M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.09M

Top Sells

1
+$180M
2
+$31.9M
3
+$13.5M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$10.6M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.14M

Sector Composition

1 Technology 0.88%
2 Financials 0.63%
3 Communication Services 0.62%
4 Industrials 0.47%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.16%
14,748
27
$1.16M 0.15%
29,937
+11,045
28
$1.14M 0.15%
7,535
-82
29
$1.11M 0.15%
4,158
-50,855
30
$1.07M 0.14%
22,639
31
$1.03M 0.14%
+10,613
32
$891K 0.12%
13,588
33
$857K 0.11%
6,451
-571
34
$852K 0.11%
3,233
+49
35
$811K 0.11%
7,499
+1,114
36
$768K 0.1%
+11,748
37
$736K 0.1%
14,524
+1,128
38
$721K 0.1%
2,926
39
$711K 0.09%
18,038
-2,267
40
$698K 0.09%
3,650
+1,353
41
$689K 0.09%
7,808
-692
42
$662K 0.09%
6,003
+300
43
$643K 0.09%
5,474
44
$626K 0.08%
3,487
+602
45
$611K 0.08%
+12,000
46
$608K 0.08%
8,187
-1,351
47
$607K 0.08%
7,260
48
$599K 0.08%
9,251
49
$599K 0.08%
7,126
-5,760
50
$598K 0.08%
+4,778
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