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
401
$2K ﹤0.01%
+106
402
$2K ﹤0.01%
22
-14,242
403
$2K ﹤0.01%
23
-1,614
404
$2K ﹤0.01%
+63
405
$2K ﹤0.01%
+81
406
$2K ﹤0.01%
+510
407
$2K ﹤0.01%
+72
408
$2K ﹤0.01%
+23
409
$2K ﹤0.01%
+56
410
$2K ﹤0.01%
+2
411
$2K ﹤0.01%
+9
412
$2K ﹤0.01%
+66
413
$2K ﹤0.01%
+24
414
$2K ﹤0.01%
42
-16,035
415
$2K ﹤0.01%
+56
416
$2K ﹤0.01%
156
-2,732
417
$2K ﹤0.01%
+73
418
$2K ﹤0.01%
+89
419
$2K ﹤0.01%
+184
420
$2K ﹤0.01%
+8
421
$2K ﹤0.01%
+236
422
$2K ﹤0.01%
+2
423
$1K ﹤0.01%
+55
424
$1K ﹤0.01%
27
-2,750
425
$1K ﹤0.01%
47
-5,188
15 16
17
18 19