ACM
Advance Capital Management Portfolio holdings
AUM
$2.21B
1-Year Return
12.23%
This Quarter Return
+7.7%
1 Year Return
+12.23%
3 Year Return
+47.8%
5 Year Return
–
10 Year Return
–
AUM
$2.21B
AUM Growth
+$115M
(+5.5%)
Cap. Flow
-$44.1M
Cap. Flow
% of AUM
-2%
Top 10 Holdings %
Top 10 Hldgs %
84.35%
Holding
174
New
12
Increased
61
Reduced
72
Closed
6
Top Buys
| 1 |
Capital Group Dividend Growers ETF
CGDG
|
+$89.8M |
| 2 |
Capital Group Core Bond ETF
CGCB
|
+$19.4M |
| 3 |
Capital Group Core Balanced ETF
CGBL
|
+$17.8M |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
+$14M |
| 5 |
iShares Convertible Bond ETF
ICVT
|
+$9.83M |
Top Sells
Sector Composition
| 1 | Technology | 0.98% |
| 2 | Financials | 0.52% |
| 3 | Communication Services | 0.37% |
| 4 | Consumer Discretionary | 0.34% |
| 5 | Industrials | 0.23% |
