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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
$1.2B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$20.2M
3
+$13.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$12.6M
5
SPG icon
Simon Property Group
SPG
+$11.7M

Top Sells

1
+$22.4M
2
+$16.6M
3
+$15.5M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$14.2M
5
CVX icon
Chevron
CVX
+$14.1M

Sector Composition

1 Communication Services 5.46%
2 Energy 5.32%
3 Real Estate 5.15%
4 Technology 3.99%
5 Materials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
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