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
$172M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.22M
3
+$1.89M
4
CHL
China Mobile Limited
CHL
+$1.68M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.64M

Top Sells

1
+$5.76M
2
+$2.05M
3
+$1.97M
4
MCD icon
McDonald's
MCD
+$1.71M
5
PPL icon
PPL Corp
PPL
+$1.59M

Sector Composition

1 Communication Services 10.47%
2 Energy 10.1%
3 Industrials 8.61%
4 Healthcare 5.97%
5 Technology 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12K 0.01%
105
-50,381
302
$12K 0.01%
+270
303
$11K 0.01%
+700
304
$11K 0.01%
646
-5,796
305
$11K 0.01%
+119
306
$10K 0.01%
+400
307
$10K 0.01%
+1,000
308
$10K 0.01%
+671
309
$10K 0.01%
+441
310
$10K 0.01%
+330
311
$10K 0.01%
+1,133
312
$10K 0.01%
+632
313
$10K 0.01%
+7,330
314
$10K 0.01%
+165
315
$10K 0.01%
+323
316
$10K 0.01%
+649
317
$9K 0.01%
+182
318
$9K 0.01%
+242
319
$9K 0.01%
277
-60,605
320
$9K 0.01%
+366
321
$9K 0.01%
+364
322
$9K 0.01%
+330
323
$9K 0.01%
+184
324
$8K ﹤0.01%
+100
325
$8K ﹤0.01%
+166
11 12
13
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