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
$1.44B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$444M
2
+$55.9M
3
+$45.2M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$37.2M
5
UMAR icon
Innovator US Equity Ultra Buffer ETF March
UMAR
+$36.8M

Top Sells

1
+$143M
2
+$139M
3
+$120M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$80.6M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$29.6M

Sector Composition

1 Technology 1.07%
2 Financials 0.61%
3 Communication Services 0.44%
4 Consumer Discretionary 0.36%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$881K 0.06%
11,566
+3,733
52
$873K 0.06%
32,478
+516
53
$821K 0.06%
23,526
54
$819K 0.06%
16,348
-1,177
55
$795K 0.06%
1,650
+182
56
$753K 0.05%
17,934
+60
57
$744K 0.05%
1,547
+17
58
$736K 0.05%
3,533
+177
59
$733K 0.05%
12,667
+3,193
60
$717K 0.05%
7,319
+3,470
61
$716K 0.05%
53,909
-934
62
$710K 0.05%
12,228
+2,775
63
$695K 0.05%
2,783
+545
64
$695K 0.05%
2,726
65
$691K 0.05%
9,091
66
$687K 0.05%
3,428
+48
67
$659K 0.05%
3,747
-100
68
$650K 0.05%
+16,544
69
$647K 0.04%
12,894
+5,236
70
$640K 0.04%
7,711
+37
71
$617K 0.04%
5,097
-300
72
$616K 0.04%
5,936
+212
73
$608K 0.04%
2,957
+130
74
$607K 0.04%
23,554
-5,733
75
$605K 0.04%
1,089
-2
1 2
3
4 5