ACM
Advance Capital Management Portfolio holdings
AUM
$2.21B
1-Year Return
12.23%
This Quarter Return
+2.41%
1 Year Return
+12.23%
3 Year Return
+47.8%
5 Year Return
–
10 Year Return
–
AUM
$2.11B
AUM Growth
+$669M
(+46%)
Cap. Flow
+$621M
Cap. Flow
% of AUM
29.39%
Top 10 Holdings %
Top 10 Hldgs %
90.23%
Holding
158
New
9
Increased
48
Reduced
75
Closed
8
Top Buys
| 1 |
Capital Group Core Bond ETF
CGCB
|
$328M |
| 2 |
Capital Group Dividend Value ETF
CGDV
|
$300M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$25.7M |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$22.5M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$17.4M |
Top Sells
Sector Composition
| 1 | Technology | 0.82% |
| 2 | Financials | 0.41% |
| 3 | Communication Services | 0.33% |
| 4 | Consumer Discretionary | 0.25% |
| 5 | Healthcare | 0.22% |
