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
76
$372K 0.04%
29,632
+1,563
77
$370K 0.04%
908
+132
78
$366K 0.04%
6,987
+183
79
$359K 0.04%
3,115
-47
80
$358K 0.04%
9,747
-1,428
81
$349K 0.04%
2,592
+815
82
$342K 0.04%
3,831
-112
83
$338K 0.04%
8,127
-811
84
$330K 0.04%
+1,780
85
$324K 0.04%
2,424
-302
86
$324K 0.04%
690
+37
87
$322K 0.04%
9,882
-599
88
$310K 0.04%
11,316
89
$308K 0.04%
3,178
-837
90
$299K 0.03%
5,720
+20
91
$289K 0.03%
1,453
-70
92
$281K 0.03%
4,296
93
$278K 0.03%
+5,032
94
$277K 0.03%
+6,528
95
$274K 0.03%
675
96
$274K 0.03%
+4,355
97
$271K 0.03%
+3,338
98
$269K 0.03%
+3,170
99
$264K 0.03%
800
100
$263K 0.03%
+2,382
2 3
4
5 6