ACM
Aviance Capital Management Portfolio holdings
AUM
$668M
1-Year Return
6.48%
This Quarter Return
+9.29%
1 Year Return
+6.48%
3 Year Return
+21.99%
5 Year Return
+29.93%
10 Year Return
–
AUM
$668M
AUM Growth
-$43.7M
(-6.1%)
Cap. Flow
-$94.9M
Cap. Flow
% of AUM
-14.2%
Top 10 Holdings %
Top 10 Hldgs %
36.98%
Holding
264
New
34
Increased
44
Reduced
167
Closed
16
Top Buys
| 1 |
Global X MLP ETF
MLPA
|
+$10.1M |
| 2 |
SPDR S&P Regional Banking ETF
KRE
|
+$9.63M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$8.4M |
| 4 |
Broadcom
AVGO
|
+$7.81M |
| 5 |
IBM
IBM
|
+$7.74M |
Top Sells
Sector Composition
| 1 | Real Estate | 7.71% |
| 2 | Technology | 6.05% |
| 3 | Communication Services | 5.8% |
| 4 | Energy | 5.25% |
| 5 | Utilities | 4.81% |
