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
$1.97B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Sells

1 +$2.73M
2 +$2.19M
3 +$2.07M
4
DRI icon
Darden Restaurants
DRI
+$1.79M
5
ABBV icon
AbbVie
ABBV
+$1.78M

Sector Composition

1 Energy 10.7%
2 Communication Services 9%
3 Technology 7%
4 Industrials 5.63%
5 Financials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$398K 0.02%
+5,948
227
$387K 0.02%
+23,815
228
$376K 0.02%
+7,506
229
$376K 0.02%
6,487
+4,956
230
$372K 0.02%
12,690
+9,639
231
$369K 0.02%
18,064
+12,810
232
$367K 0.02%
6,231
+4,716
233
$357K 0.02%
8,714
+6,157
234
$349K 0.02%
+6,783
235
$348K 0.02%
2,284
+2,221
236
$348K 0.02%
7,343
+1,862
237
$344K 0.02%
7,657
+4,852
238
$341K 0.02%
2,932
+2,095
239
$340K 0.02%
9,194
+6,724
240
$336K 0.02%
+7,601
241
$333K 0.02%
3,800
+2,723
242
$320K 0.02%
4,846
+2,332
243
$319K 0.02%
21,461
+20,338
244
$312K 0.02%
29,489
-92,551
245
$310K 0.02%
9,153
+7,598
246
$306K 0.02%
1,665
+1,468
247
$303K 0.02%
21,839
-43,949
248
$302K 0.02%
22,872
+15,429
249
$292K 0.01%
6,401
-48,079
250
$280K 0.01%
5,940
+4,602