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
$1.97B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Sells

1 +$2.73M
2 +$2.28M
3 +$2.03M
4
DRI icon
Darden Restaurants
DRI
+$1.79M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$1.79M

Sector Composition

1 Energy 10.7%
2 Communication Services 9%
3 Technology 7%
4 Industrials 5.63%
5 Financials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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