Long-term investor

Advance Capital Management, Inc. @advancecapitalmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001536029).

Record

  • Tracked since 2025-06-30 (431 days), 40 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.3% · 6 months +9.7% · 1 year +15.6% · all +15.6%
  • Max drawdown -2.5% · Sharpe 0.91 · win rate 39% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 14020W106 · 17.0% · long · since 2025-06-30
  • 14021D107 · 14.8% · long · since 2025-06-30
  • 78464A854 · 14.7% · long · since 2025-06-30
  • 922020748 · 9.6% · long · since 2025-12-31
  • 72201R585 · 6.5% · long · since 2025-06-30
  • 025072703 · 5.3% · long · since 2025-06-30
  • 14020G101 · 4.3% · long · since 2025-06-30
  • 31609A503 · 4.3% · long · since 2026-06-30
  • 46434V290 · 4.3% · long · since 2026-03-31
  • 47103U852 · 2.6% · long · since 2025-06-30
  • 75526L886 · 2.5% · long · since 2025-06-30
  • 33738R506 · 1.3% · long · since 2025-06-30

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