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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
SDVYFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.81%
$17.603M
491,017 shares@ $35.85 avg price
DOCTFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.78%
$16.859M
428,223 shares@ $39.38 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.02%
$404,696
5,351 shares@ $75.63 avg price
DTMDt Midstream Inc
Recent Activity
New Position
0.02%
$295,804
2,975 shares@ $99.43 avg price
POCTInnovator Etfs Trust
Recent Activity
New Position
0.02%
$277,717
7,019 shares@ $39.57 avg price
AVGOBroadcom Inc
Recent Activity
New Position
0.02%
$244,958
1,057 shares@ $231.75 avg price
DALDelta Air Lines Inc Del
Recent Activity
New Position
0.02%
$240,125
3,969 shares@ $60.51 avg price
OEFIshares Tr
Recent Activity
New Position
0.02%
$229,258
794 shares@ $288.74 avg price
GBTCGrayscale Bitcoin Tr Btc
Recent Activity
New Position
0.02%
$226,797
3,064 shares@ $74.02 avg price
LOWLowes Cos Inc
Recent Activity
New Position
0.01%
$215,264
872 shares@ $246.87 avg price