test

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
IBTEIshares Tr
Recent Activity
Exited
0%
$1.235M
51,459 shares@ $24.01 avg price
PJANInnovator Etfs Trust
Recent Activity
Exited
0%
$287,752
6,964 shares@ $41.32 avg price
IBDPIshares Tr
Recent Activity
Exited
0%
$267,453
10,609 shares@ $25.22 avg price
MTDMettler Toledo International
Recent Activity
Exited
0%
$238,452
159 shares@ $1499.7 avg price
DSEPFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$225,522
5,631 shares@ $40.06 avg price
DISDisney Walt Co
Recent Activity
Exited
0%
$215,175
2,237 shares@ $96.19 avg price
QMCOQuantum Corp
Recent Activity
Exited
0%
$60,585
17,310 shares@ $3.5 avg price