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
$489M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$325M
2
+$53.4M
3
+$22.1M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$10.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$8.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.56%
2 Communication Services 1.41%
3 Consumer Discretionary 0.96%
4 Industrials 0.83%
5 Financials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$235K 0.05%
+3,993
77
$230K 0.05%
+6,615
78
$225K 0.05%
+2,127
79
$224K 0.05%
+4,440
80
$218K 0.04%
+1,609
81
$216K 0.04%
+3,163
82
$212K 0.04%
+1,054
83
$210K 0.04%
+797
84
$205K 0.04%
+1,145
85
$102K 0.02%
+3,251
86
$70K 0.01%
+4,709
1 2 3
4