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
451
$1K ﹤0.01%
+25
452
$1K ﹤0.01%
+17
453
$1K ﹤0.01%
+17
454
$1K ﹤0.01%
+27
455
$1K ﹤0.01%
+9
456
$1K ﹤0.01%
+12
457
$1K ﹤0.01%
+49
458
$1K ﹤0.01%
+30
459
$1K ﹤0.01%
+187
460
$1K ﹤0.01%
+69
461
$1K ﹤0.01%
+569
462
$1K ﹤0.01%
+36
463
$1K ﹤0.01%
29
-33,408
464
– –
-2,181
465
$0 ﹤0.01%
+15
466
$0 ﹤0.01%
+13
467
$0 ﹤0.01%
1
-10,565
468
$0 ﹤0.01%
2
-23,646
469
$0 ﹤0.01%
+8
470
$0 ﹤0.01%
+5
471
– –
-35,285
472
– –
-3,794
473
$0 ﹤0.01%
+4
474
$0 ﹤0.01%
+1
475
$0 ﹤0.01%
+1
16 17 18
19
20