ACM
Aviance Capital Management Portfolio holdings
AUM
$668M
1-Year Return
6.48%
This Quarter Return
+2.43%
1 Year Return
+6.48%
3 Year Return
+21.99%
5 Year Return
+29.93%
10 Year Return
–
AUM
$1.45B
AUM Growth
-$150M
(-9.3%)
Cap. Flow
-$178M
Cap. Flow
% of AUM
-12.27%
Top 10 Holdings %
Top 10 Hldgs %
45.88%
Holding
393
New
45
Increased
38
Reduced
199
Closed
61
Top Buys
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$13M |
| 2 |
First Trust Value Line Dividend Fund
FVD
|
+$12.8M |
| 3 |
BP
BP
|
+$12M |
| 4 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
+$11.1M |
| 5 |
Chevron
CVX
|
+$10.6M |
Top Sells
| 1 |
Verizon
VZ
|
+$28.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$21.2M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$17.9M |
| 4 |
VanEck High Yield Muni ETF
HYD
|
+$17.5M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$17.4M |
Sector Composition
| 1 | Energy | 4.46% |
| 2 | Communication Services | 3.56% |
| 3 | Real Estate | 3.3% |
| 4 | Technology | 1.58% |
| 5 | Healthcare | 1.53% |
