ACM
Aviance Capital Management Portfolio holdings
AUM
$668M
1-Year Return
6.48%
This Quarter Return
+0.41%
1 Year Return
+6.48%
3 Year Return
+21.99%
5 Year Return
+29.93%
10 Year Return
–
AUM
$3.6B
AUM Growth
+$279M
(+8.4%)
Cap. Flow
+$279M
Cap. Flow
% of AUM
7.75%
Top 10 Holdings %
Top 10 Hldgs %
32.34%
Holding
360
New
44
Increased
139
Reduced
144
Closed
30
Top Buys
Top Sells
| 1 |
Rithm Capital
RITM
|
$17M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$15.2M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$13.4M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$12.7M |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
$10.9M |
Sector Composition
| 1 | Communication Services | 7.02% |
| 2 | Consumer Staples | 6.07% |
| 3 | Healthcare | 5.14% |
| 4 | Energy | 4.82% |
| 5 | Utilities | 4.12% |
