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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
HTRBHartford Fds Exchange Traded
Recent Activity
Increased 0.33%
0.79%
$17.224M
516,767 shares@ $33.34 avg price
DOCTFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.78%
$16.859M
428,223 shares@ $39.38 avg price
JMBSJanus Detroit Str Tr
Recent Activity
Decreased -3.8%
0.75%
$16.169M
365,971 shares@ $44.18 avg price
CGGRCapital Group Growth Etf
Recent Activity
Increased 1.25%
0.66%
$14.275M
384,059 shares@ $37.18 avg price
SPMDSpdr Ser Tr
Recent Activity
Increased 0.6%
0.53%
$11.514M
210,540 shares@ $54.7 avg price
IWBIshares Tr
Recent Activity
Decreased -0.58%
0.53%
$11.395M
35,372 shares@ $322.16 avg price
AAPLApple Inc
Recent Activity
Increased 13.3%
0.39%
$8.485M
33,882 shares@ $250.42 avg price
PGRProgressive Corp
Recent Activity
Decreased -0.01%
0.32%
$6.883M
28,725 shares@ $239.61 avg price
BITBBitwise Bitcoin Etf Tr
Recent Activity
Increased 30.4%
0.3%
$6.512M
128,069 shares@ $50.86 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -3.63%
0.24%
$5.055M
85,479 shares@ $59.14 avg price