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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
JMBSJanus Detroit Str Tr
Recent Activity
Decreased -3.8%
0.75%
$16.169M
365,971 shares@ $44.18 avg price
IWBIshares Tr
Recent Activity
Decreased -0.58%
0.53%
$11.395M
35,372 shares@ $322.16 avg price
PGRProgressive Corp
Recent Activity
Decreased -0.01%
0.32%
$6.883M
28,725 shares@ $239.61 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -3.63%
0.24%
$5.055M
85,479 shares@ $59.14 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.57%
0.15%
$3.192M
7,777 shares@ $410.44 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Decreased -2.93%
0.14%
$3.042M
69,701 shares@ $43.65 avg price
ORCLOracle Corp
Recent Activity
Decreased -8.3%
0.1%
$2.156M
12,938 shares@ $166.64 avg price
SPMOInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -2.99%
0.1%
$2.04M
21,471 shares@ $95.01 avg price