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Amanda J Doran

@Advance Capital Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$2.184BTotal holdings153
Assets growth rate-3.24%Assets growth rate (2-Q avg)1.8%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Advance Capital Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 153 positions.

Assets under management

The assets under management (AUM) of Advance Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.184B in assets, with a quarterly growth rate of -3.24% and a 2-quarter average growth rate of 1.8%. The portfolio is managed by Amanda J Doran, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPLGSpdr Ser Tr
Recent Activity
Decreased -2.55%
38.6%
$842.889M
12.226M shares@ $68.95 avg price
CGCBCapital Grp Fixed Incm Etf T
Recent Activity
Decreased -10.52%
19.61%
$428.116M
16.6M shares@ $25.8 avg price
CGDVCapital Group Dividend Value
Recent Activity
Increased 0.38%
17.48%
$381.745M
10.827M shares@ $35.26 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 3.34%
4.58%
$99.978M
1.972M shares@ $50.72 avg price
CGBLCapital Group Core Balanced
Recent Activity
Increased 3.15%
3.1%
$67.561M
2.161M shares@ $31.28 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 339.6%
2.24%
$48.913M
1.755M shares@ $27.87 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.09%
1.46%
$31.854M
54,351 shares@ $586.08 avg price
SPGMSpdr Index Shs Fds
Recent Activity
Increased 2%
1.02%
$22.12M
349,282 shares@ $63.33 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 1.37%
0.9%
$19.574M
340,239 shares@ $57.54 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.81%
$17.603M
491,017 shares@ $35.85 avg price