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
$2.85B
AUM Growth
+$2.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$145M
3
+$139M
4
NFLT icon
Virtus Newfleet Multi-Sector Bond ETF
NFLT
+$123M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$122M

Top Sells

1
+$20.1M
2
+$10.1M
3
+$3.35M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.08M
5
WMT icon
Walmart
WMT
+$2.53M

Sector Composition

1 Energy 4.09%
2 Communication Services 3.85%
3 Consumer Staples 3.35%
4 Financials 2.44%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$382K 0.01%
4,284
+3,833
227
$381K 0.01%
+4,931
228
$381K 0.01%
+10,952
229
$377K 0.01%
+12,847
230
$375K 0.01%
+8,186
231
$375K 0.01%
+3,860
232
$366K 0.01%
+9,873
233
$358K 0.01%
+1,937
234
$352K 0.01%
+9,976
235
$351K 0.01%
+9,914
236
$333K 0.01%
+4,788
237
$329K 0.01%
+6,054
238
$327K 0.01%
+12,865
239
$321K 0.01%
+6,263
240
$321K 0.01%
+7,643
241
$315K 0.01%
+11,668
242
$313K 0.01%
+3,758
243
$305K 0.01%
+4,385
244
$303K 0.01%
+5,034
245
$303K 0.01%
+11,977
246
$299K 0.01%
+1,703
247
$296K 0.01%
+8,184
248
$294K 0.01%
3,156
-8,247
249
$293K 0.01%
+3,021
250
$293K 0.01%
+4,267
8 9
10
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