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
$1.02B
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$15.9M
3
+$15.5M
4
D icon
Dominion Energy
D
+$12.1M
5
DUK icon
Duke Energy
DUK
+$11.7M

Top Sells

1
+$39.5M
2
+$19.8M
3
+$18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.6M

Sector Composition

1 Energy 7.04%
2 Real Estate 6.8%
3 Communication Services 5.4%
4 Technology 4.89%
5 Utilities 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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232
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234
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6 7 8 9
10