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
$1.44B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$444M
2
+$55.9M
3
+$45.2M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$37.2M
5
UMAR icon
Innovator US Equity Ultra Buffer ETF March
UMAR
+$36.8M

Top Sells

1
+$143M
2
+$139M
3
+$120M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$80.6M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$29.6M

Sector Composition

1 Technology 1.07%
2 Financials 0.61%
3 Communication Services 0.44%
4 Consumer Discretionary 0.36%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,970
152
– –
-6,710
153
– –
-3,869
154
– –
-1,142
155
– –
-7,058
3 4 5 6
7