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
251
$292K 0.01%
+5,231
252
$292K 0.01%
+3,819
253
$291K 0.01%
+10,423
254
$289K 0.01%
+4,963
255
$289K 0.01%
+4,321
256
$287K 0.01%
+10,169
257
$286K 0.01%
+3,865
258
$285K 0.01%
+4,089
259
$284K 0.01%
+8,856
260
$281K 0.01%
8,486
+6,783
261
$280K 0.01%
+5,980
262
$275K 0.01%
+5,224
263
$273K 0.01%
+1,321
264
$271K 0.01%
+6,143
265
$269K 0.01%
+3,314
266
$268K 0.01%
+8,138
267
$267K 0.01%
+5,069
268
$266K 0.01%
+21,035
269
$262K 0.01%
+2,757
270
$261K 0.01%
+4,491
271
$261K 0.01%
+9,034
272
$254K 0.01%
+4,135
273
$253K 0.01%
+9,641
274
$251K 0.01%
+11,499
275
$249K 0.01%
+26,523
9 10
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