Advance Capital Management, Inc.
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.3ptsvs SPY
Invested
$2.6B
Holdings
187
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Held since at least Q1 2024
16.4%
02
$CGBL
CAPITAL GROUP CORE BALANCED
Held since at least Q1 2024
15.6%
03
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
15.3%
04
$VCRB
VANGUARD MALVERN FDS
Held since at least Q1 2024
10.9%
05
$PYLD
PIMCO ETF TR
Held since at least Q1 2024
7.1%
06
$AVDE
AMERICAN CENTY ETF TR
Held since at least Q1 2024
5.6%
07
$SMLF
ISHARES TR
Held since at least Q1 2024
4.4%
08
$CGGR
CAPITAL GROUP GROWTH ETF
Held since at least Q1 2024
4.4%
09
$JMBS
JANUS DETROIT STR TR
Held since at least Q1 2024
3.0%
10
$FEGE
RBB FUND TRUST
Held since at least Q1 2024
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:50 UTC.