ACM

Aviance Capital Management Portfolio holdings

AUM $668M
1-Year Est. Return 6.48%
This Fund
S&P 500
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
+$17.4M
2
+$14M
3
+$13.1M
4
JPM icon
JPMorgan Chase
JPM
+$9.36M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$8.19M

Top Sells

1
+$25.2M
2
+$14.7M
3
+$13.8M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$13.3M
5
MSFT icon
Microsoft
MSFT
+$13.2M

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
251
$10K ﹤0.01%
+363
252
$9K ﹤0.01%
+241
253
$9K ﹤0.01%
+351
254
$9K ﹤0.01%
+264
255
$9K ﹤0.01%
+131
256
$9K ﹤0.01%
+183
257
$8K ﹤0.01%
+107
258
$8K ﹤0.01%
+127
259
$8K ﹤0.01%
+187
260
$8K ﹤0.01%
+68
261
$8K ﹤0.01%
+122
262
$8K ﹤0.01%
+82
263
$8K ﹤0.01%
+413
264
$7K ﹤0.01%
+262
265
$7K ﹤0.01%
+358
266
$7K ﹤0.01%
+74
267
$7K ﹤0.01%
+300
268
$7K ﹤0.01%
+1,580
269
$7K ﹤0.01%
+283
270
$7K ﹤0.01%
+199
271
$7K ﹤0.01%
+195
272
$7K ﹤0.01%
+299
273
$6K ﹤0.01%
+135
274
$6K ﹤0.01%
+206
275
$6K ﹤0.01%
+218
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