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
$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
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%
+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%
+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%
+413
263
$8K ﹤0.01%
+107
264
$7K ﹤0.01%
+300
265
$7K ﹤0.01%
+1,580
266
$7K ﹤0.01%
+283
267
$7K ﹤0.01%
+199
268
$7K ﹤0.01%
+195
269
$7K ﹤0.01%
+262
270
$7K ﹤0.01%
+358
271
$7K ﹤0.01%
+299
272
$7K ﹤0.01%
+74
273
$6K ﹤0.01%
+135
274
$6K ﹤0.01%
+206
275
$6K ﹤0.01%
+218