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
51
$580K 0.08%
1,510
+388
52
$576K 0.08%
4,100
-405
53
$575K 0.08%
11,222
-127
54
$548K 0.07%
47,098
-123
55
$505K 0.07%
17,168
+48
56
$484K 0.06%
3,888
+30
57
$452K 0.06%
7,495
+579
58
$415K 0.06%
3,371
+254
59
$408K 0.05%
2,001
-124
60
$401K 0.05%
9,543
-1,648
61
$390K 0.05%
+3,398
62
$389K 0.05%
15,435
-1,203
63
$384K 0.05%
2,726
64
$384K 0.05%
4,452
+1
65
$372K 0.05%
2,774
+6
66
$369K 0.05%
+2,323
67
$346K 0.05%
3,900
-20
68
$334K 0.04%
6,684
+42
69
$333K 0.04%
+11,316
70
$333K 0.04%
3,828
-61
71
$324K 0.04%
+7,009
72
$320K 0.04%
6,774
+75
73
$317K 0.04%
1,089
74
$315K 0.04%
3,528
-89
75
$313K 0.04%
10,542
-11,149
1 2
3
4 5