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
101
$215K 0.03%
1,078
102
$206K 0.03%
+800
103
$204K 0.03%
+5,896
104
$202K 0.03%
+1,357
105
$139K 0.02%
+5,401
106
$67.6K 0.01%
+10,000
107
$48.2K 0.01%
4,709
108
$27.8K ﹤0.01%
2,991
+1,555
109
– –
-12,477
110
– –
-5,909
111
– –
-6,932
112
– –
-3,073
1 2 3 4
5