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
+$17.6M
2
+$13.6M
3
+$12.4M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$8.17M
5
JPM icon
JPMorgan Chase
JPM
+$7.74M

Top Sells

1
+$25.1M
2
+$14.7M
3
+$14M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$13.4M
5
MSFT icon
Microsoft
MSFT
+$13.3M

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%
+126
252
$9K ﹤0.01%
+264
253
$9K ﹤0.01%
+131
254
$9K ﹤0.01%
+183
255
$9K ﹤0.01%
+241
256
$9K ﹤0.01%
+351
257
$8K ﹤0.01%
+127
258
$8K ﹤0.01%
+187
259
$8K ﹤0.01%
+68
260
$8K ﹤0.01%
+122
261
$8K ﹤0.01%
+82
262
$8K ﹤0.01%
+107
263
$8K ﹤0.01%
+413
264
$7K ﹤0.01%
+300
265
$7K ﹤0.01%
+1,580
266
$7K ﹤0.01%
+283
267
$7K ﹤0.01%
+299
268
$7K ﹤0.01%
+199
269
$7K ﹤0.01%
+195
270
$7K ﹤0.01%
+262
271
$7K ﹤0.01%
+358
272
$7K ﹤0.01%
+74
273
$6K ﹤0.01%
+218
274
$6K ﹤0.01%
+123
275
$6K ﹤0.01%
+129
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