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
FMBFirst Tr Exchange-traded Fd
Recent Activity
Increased 2.77%
0.22%
$4.656M
91,276 shares@ $51.02 avg price
NVDANvidia Corporation
Recent Activity
Increased 1.93%
0.19%
$4.073M
30,328 shares@ $134.29 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.92%
0.19%
$3.984M
9,452 shares@ $421.5 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 9.04%
0.18%
$3.739M
7,313 shares@ $511.27 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
IBDQIshares Tr
Recent Activity
Increased 1.13%
0.12%
$2.523M
100,737 shares@ $25.06 avg price
ORCLOracle Corp
Recent Activity
Decreased -8.3%
0.1%
$2.156M
12,938 shares@ $166.64 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.6%
0.1%
$2.131M
9,714 shares@ $219.39 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 1.15%
0.1%
$2.101M
23,906 shares@ $87.9 avg price