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
51
$625K 0.07%
9,091
-160
52
$602K 0.07%
5,474
53
$579K 0.07%
7,499
-838
54
$559K 0.06%
8,384
+7
55
$552K 0.06%
7,434
+174
56
$538K 0.06%
5,013
-333
57
$529K 0.06%
+1,344
58
$526K 0.06%
4,959
-1,148
59
$497K 0.06%
2,856
-845
60
$493K 0.06%
2,632
+464
61
$488K 0.06%
2,738
+1,117
62
$478K 0.05%
3,289
+390
63
$474K 0.05%
3,922
-198
64
$468K 0.05%
3,087
-3,930
65
$435K 0.05%
8,448
+784
66
$435K 0.05%
+13,742
67
$431K 0.05%
14,011
+4,091
68
$428K 0.05%
1,944
-42
69
$425K 0.05%
1,089
70
$424K 0.05%
2,562
71
$404K 0.05%
4,630
+472
72
$398K 0.05%
2,528
-84
73
$397K 0.05%
+1,301
74
$385K 0.04%
8,332
-933
75
$375K 0.04%
12,279
-2,711
1 2
3
4 5