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
$172M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.23M
3
+$1.89M
4
CHL
China Mobile Limited
CHL
+$1.61M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.57M

Top Sells

1
+$5.7M
2
+$1.99M
3
+$1.89M
4
MCD icon
McDonald's
MCD
+$1.73M
5
PPL icon
PPL Corp
PPL
+$1.61M

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%
+63
402
$2K ﹤0.01%
+81
403
$2K ﹤0.01%
+510
404
$2K ﹤0.01%
+72
405
$2K ﹤0.01%
+23
406
$2K ﹤0.01%
+106
407
$2K ﹤0.01%
22
-14,242
408
$2K ﹤0.01%
23
-1,614
409
$2K ﹤0.01%
+56
410
– –
0
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%
156
-2,732
416
$2K ﹤0.01%
+73
417
$2K ﹤0.01%
+89
418
$2K ﹤0.01%
+184
419
$2K ﹤0.01%
+8
420
$2K ﹤0.01%
+236
421
$2K ﹤0.01%
+2
422
$1K ﹤0.01%
+86
423
$1K ﹤0.01%
+23
424
$1K ﹤0.01%
+341
425
$1K ﹤0.01%
+63
15 16
17
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