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
CGGO icon
51
Capital Group Global Growth Equity ETF
CGGO
$10.1B
$1.61M 0.06%
48,369
+4,277
IBDT icon
52
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.81B
$1.5M 0.06%
59,274
+2,715
DOCT
53
FT Vest US Equity Deep Buffer ETF October
DOCT
$381M
$1.29M 0.05%
29,686
-3,555
GOOG icon
54
Alphabet (Google) Class C
GOOG
$4.64T
$1.26M 0.05%
4,388
-1,845
VTI icon
55
Vanguard Total Stock Market ETF
VTI
$621B
$1.18M 0.04%
3,665
+50
WMT icon
56
Walmart Inc
WMT
$1.05T
$1.18M 0.04%
9,458
-149
JPM icon
57
JPMorgan Chase
JPM
$837B
$1.12M 0.04%
3,823
-106
VTV icon
58
Vanguard Value ETF
VTV
$172B
$1.1M 0.04%
5,590
-108
DGRO icon
59
iShares Core Dividend Growth ETF
DGRO
$39.5B
$1.07M 0.04%
15,208
-285
SPHQ icon
60
Invesco S&P 500 Quality ETF
SPHQ
$17.2B
$1.04M 0.04%
13,814
-1,270
GSLC icon
61
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.1B
$1.02M 0.04%
8,158
-587
TJX icon
62
TJX Companies
TJX
$174B
$1.02M 0.04%
6,366
+15
IWM icon
63
iShares Russell 2000 ETF
IWM
$77.3B
$1.01M 0.04%
4,063
-712
FIXD icon
64
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.37B
$998K 0.04%
22,897
-1,897
VZ icon
65
Verizon
VZ
$201B
$997K 0.04%
19,858
+272
RTX icon
66
RTX Corp
RTX
$234B
$960K 0.04%
4,979
+29
DGRW icon
67
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.4B
$950K 0.04%
10,814
-267
SCHD icon
68
Schwab US Dividend Equity ETF
SCHD
$90.1B
$910K 0.03%
29,670
-2,223
VXF icon
69
Vanguard Extended Market ETF
VXF
$28.4B
$900K 0.03%
4,374
-660
APH icon
70
Amphenol
APH
$175B
$893K 0.03%
7,068
+86
SLV icon
71
iShares Silver Trust
SLV
$38.7B
$883K 0.03%
12,960
-474
MCD icon
72
McDonald's
MCD
$204B
$883K 0.03%
2,840
-111
JEPQ icon
73
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$36.8B
$865K 0.03%
15,573
-1,045
IEF icon
74
iShares 7-10 Year Treasury Bond ETF
IEF
$48.2B
$837K 0.03%
8,771
-1,662
IAU icon
75
iShares Gold Trust
IAU
$73.8B
$825K 0.03%
9,360
+270
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3
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