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
$882M
AUM Growth
+$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$319M
2
+$29.8M
3
+$26.9M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$19.2M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.49M

Top Sells

1
+$55.4M
2
+$32.1M
3
+$17.7M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.77M
5
DMAR icon
FT Vest US Equity Deep Buffer ETF March
DMAR
+$622K

Sector Composition

1 Technology 1.44%
2 Communication Services 0.6%
3 Financials 0.59%
4 Consumer Discretionary 0.59%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.18%
16,426
-59,725
27
$1.56M 0.18%
48,408
-19,258
28
$1.4M 0.16%
58,929
-3,000
29
$1.4M 0.16%
6,290
30
$1.25M 0.14%
3,374
-104
31
$1.1M 0.12%
13,588
32
$1.09M 0.12%
20,027
+65
33
$1.08M 0.12%
8,314
+1,677
34
$1.04M 0.12%
8,679
+871
35
$1.01M 0.11%
2,271
+697
36
$1.01M 0.11%
3,864
+350
37
$1.01M 0.11%
16,513
+2,381
38
$993K 0.11%
3,328
+95
39
$953K 0.11%
22,059
-2,315
40
$896K 0.1%
6,020
-38
41
$843K 0.1%
11,760
+7
42
$792K 0.09%
52,363
+5,426
43
$792K 0.09%
18,720
-1,080
44
$785K 0.09%
3,564
+16
45
$746K 0.08%
7,612
-858
46
$700K 0.08%
4,605
+302
47
$660K 0.07%
4,646
+561
48
$658K 0.07%
17,700
-510
49
$641K 0.07%
2,826
50
$632K 0.07%
26,124
-3,414
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