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
76
$312K 0.04%
8,934
+248
77
$303K 0.04%
4,296
78
$297K 0.04%
10,098
-509
79
$293K 0.04%
1,594
-131
80
$290K 0.04%
+2,913
81
$287K 0.04%
15,550
82
$287K 0.04%
1,776
-140
83
$286K 0.04%
+11,865
84
$280K 0.04%
653
85
$279K 0.04%
+6,816
86
$275K 0.04%
5,680
-655
87
$269K 0.04%
765
-88
88
$267K 0.04%
+3,509
89
$262K 0.03%
17,900
-1,400
90
$261K 0.03%
27,577
-4,019
91
$257K 0.03%
4,572
92
$255K 0.03%
16,944
+150
93
$250K 0.03%
+2,511
94
$247K 0.03%
1,784
95
$239K 0.03%
653
-17
96
$237K 0.03%
767
-59
97
$224K 0.03%
+5,750
98
$218K 0.03%
1,232
-104
99
$217K 0.03%
+4,165
100
$216K 0.03%
+5,482
1 2 3
4
5