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
227
$36K 0.02%
+719
228
$35K 0.02%
+737
229
$34K 0.02%
467
-1,141
230
$34K 0.02%
2,934
-8,217
231
$34K 0.02%
+1,413
232
$33K 0.02%
186
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233
$32K 0.02%
+338
234
$31K 0.02%
1,405
-843
235
$31K 0.02%
403
-493
236
$31K 0.02%
+1,016
237
$30K 0.02%
+1,158
238
$29K 0.02%
+387
239
$28K 0.02%
+912
240
$28K 0.02%
+678
241
$27K 0.02%
+690
242
$27K 0.02%
794
-2,962
243
$26K 0.02%
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-1,546
244
$26K 0.02%
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245
$26K 0.02%
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246
$26K 0.02%
419
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247
$25K 0.01%
+429
248
$24K 0.01%
464
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249
$24K 0.01%
876
-27,894
250
$24K 0.01%
+611
8 9
10
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