ACM

Aviance Capital Management Portfolio holdings

AUM $668M
1-Year Est. Return 6.48%
This Quarter Est. Return
1 Year Est. Return
+6.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1 +$2.58M
2 +$2.22M
3 +$1.89M
4
CHL
China Mobile Limited
CHL
+$1.68M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.64M

Top Sells

1 +$5.76M
2 +$2.05M
3 +$1.97M
4
MCD icon
McDonald's
MCD
+$1.71M
5
PPL icon
PPL Corp
PPL
+$1.59M

Sector Composition

1 Communication Services 10.47%
2 Energy 10.1%
3 Industrials 8.61%
4 Healthcare 5.97%
5 Technology 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$36K 0.02%
+229
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$36K 0.02%
+719
228
$35K 0.02%
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$34K 0.02%
467
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$34K 0.02%
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233
$32K 0.02%
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$31K 0.02%
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235
$31K 0.02%
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236
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237
$30K 0.02%
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238
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$28K 0.02%
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$28K 0.02%
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242
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$24K 0.01%
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$24K 0.01%
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250
$24K 0.01%
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