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
$1.6B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$13.6M
3
+$12.4M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$8.17M
5
JPM icon
JPMorgan Chase
JPM
+$7.74M

Top Sells

1
+$25.1M
2
+$14.7M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.4M
5
MSFT icon
Microsoft
MSFT
+$13.3M

Sector Composition

1 Communication Services 5.04%
2 Technology 3.68%
3 Real Estate 2.44%
4 Healthcare 1.82%
5 Energy 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45K ﹤0.01%
+1,560
227
$40K ﹤0.01%
+333
228
$34K ﹤0.01%
+320
229
$26K ﹤0.01%
+182
230
$24K ﹤0.01%
+131
231
$16K ﹤0.01%
+228
232
$15K ﹤0.01%
224
-12,589
233
$15K ﹤0.01%
+423
234
$15K ﹤0.01%
+1,070
235
$15K ﹤0.01%
+462
236
$14K ﹤0.01%
177
-10,245
237
$12K ﹤0.01%
+266
238
$12K ﹤0.01%
+371
239
$12K ﹤0.01%
+70
240
$12K ﹤0.01%
+535
241
$12K ﹤0.01%
+420
242
$12K ﹤0.01%
+342
243
$10K ﹤0.01%
+351
244
$10K ﹤0.01%
+191
245
$10K ﹤0.01%
+159
246
$10K ﹤0.01%
+194
247
$10K ﹤0.01%
+522
248
$10K ﹤0.01%
+173
249
$10K ﹤0.01%
+636
250
$10K ﹤0.01%
+363
8 9
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