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
$836M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$49.7M
3
+$4.89M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$551K
5
MSFT icon
Microsoft
MSFT
+$485K

Top Sells

1
+$13.2M
2
+$2.87M
3
+$1.21M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$881K
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$507K

Sector Composition

1 Technology 0.85%
2 Communication Services 0.69%
3 Financials 0.46%
4 Consumer Discretionary 0.44%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$419K 0.05%
2,125
-68
52
$401K 0.05%
+29,887
53
$397K 0.05%
2,742
+1,081
54
$385K 0.05%
2,726
+51
55
$380K 0.05%
4,451
-9
56
$359K 0.04%
3,808
-476
57
$334K 0.04%
8,502
-220
58
$334K 0.04%
13,930
+2,085
59
$315K 0.04%
3,687
-1,541
60
$310K 0.04%
+10,638
61
$304K 0.04%
1,725
-97
62
$297K 0.04%
4,232
63
$289K 0.03%
2,563
+204
64
$287K 0.03%
6,335
-10
65
$283K 0.03%
15,550
66
$268K 0.03%
1,089
67
$267K 0.03%
6,582
+201
68
$259K 0.03%
1,688
+4
69
$259K 0.03%
17,110
+5,870
70
$251K 0.03%
4,572
71
$243K 0.03%
1,784
72
$242K 0.03%
7,674
+583
73
$241K 0.03%
5,784
-343
74
$237K 0.03%
+1,336
75
$236K 0.03%
3,068
+4
1 2
3
4