ACM
Aviance Capital Management Portfolio holdings
AUM
$668M
1-Year Return
6.48%
This Quarter Return
+1.02%
1 Year Return
+6.48%
3 Year Return
+21.99%
5 Year Return
+29.93%
10 Year Return
–
AUM
$2.7B
AUM Growth
-$79.2M
(-2.8%)
Cap. Flow
-$73.7M
Cap. Flow
% of AUM
-2.73%
Top 10 Holdings %
Top 10 Hldgs %
38.82%
Holding
349
New
40
Increased
101
Reduced
117
Closed
87
Top Buys
Top Sells
| 1 |
iShares Select Dividend ETF
DVY
|
$68.8M |
| 2 |
Apple
AAPL
|
$60.7M |
| 3 |
Intel
INTC
|
$58.2M |
| 4 |
Verizon
VZ
|
$55.6M |
| 5 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$54.4M |
Sector Composition
| 1 | Communication Services | 4.52% |
| 2 | Industrials | 2.43% |
| 3 | Technology | 2.16% |
| 4 | Consumer Staples | 2.11% |
| 5 | Financials | 2.08% |
