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
$172M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.22M
3
+$1.89M
4
CHL
China Mobile Limited
CHL
+$1.68M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.64M

Top Sells

1
+$5.76M
2
+$2.05M
3
+$1.97M
4
MCD icon
McDonald's
MCD
+$1.71M
5
PPL icon
PPL Corp
PPL
+$1.59M

Sector Composition

1 Communication Services 10.47%
2 Energy 10.1%
3 Industrials 8.61%
4 Healthcare 5.97%
5 Technology 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$23K 0.01%
351
-632
252
$23K 0.01%
+280
253
$23K 0.01%
+383
254
$23K 0.01%
+951
255
$23K 0.01%
2,023
-86
256
$22K 0.01%
+524
257
$22K 0.01%
+1,066
258
$21K 0.01%
+184
259
$21K 0.01%
+234
260
$21K 0.01%
+274
261
$21K 0.01%
+277
262
$21K 0.01%
+338
263
$20K 0.01%
+155
264
$19K 0.01%
+890
265
$19K 0.01%
+607
266
$18K 0.01%
+318
267
$18K 0.01%
+1,968
268
$17K 0.01%
+480
269
$17K 0.01%
+529
270
$17K 0.01%
+181
271
$17K 0.01%
206
-734
272
$17K 0.01%
+685
273
$16K 0.01%
+739
274
$16K 0.01%
+689
275
$16K 0.01%
403
-1,960
9 10
11
12 13