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 +$2.19M
3 +$2.07M
4
DRI icon
Darden Restaurants
DRI
+$1.79M
5
ABBV icon
AbbVie
ABBV
+$1.78M

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
Capital Flow
301
-932
302
-231
303
-2,526
304
-334
305
-481
306
-17
307
-400
308
-49
309
-435
310
-5,139
311
-1,549
312
-1,140
313
-6
314
-12
315
-622
316
-34
317
-760
318
-341
319
-5,579
320
-73
321
-30
322
-714
323
-1,074
324
-1,693
325
-89